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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 | $15,379 | $98,776-84.4% | $149,745-89.7% | $79,856-80.7% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 61.65% | 27.38%+34.3pp | 276.72%-215.1pp | 31.71%+29.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,872 | $5,681+91.4% | $6,843+58.9% | $3,741+190.7% |
| Admin fee / account holder | $2,423 | $6,053-60.0% | $9,312-74.0% | $5,306-54.3% |