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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,378 | $150,447-86.5% | $136,298-85.0% | $147,586-86.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 47.95% | 1049.15%-1001.2pp | 5156.27%-5108.3pp | 578.59%-530.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,590 | $6,631-15.7% | $6,247-10.5% | $5,439+2.8% |
| Admin fee / account holder | $1,121 | $10,906-89.7% | $9,244-87.9% | $10,886-89.7% |