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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 | $11,954 | $85,766-86.1% | $136,298-91.2% | $70,126-83.0% |
| Participation rate | 78.4% | 74.2%+4.2pp | 81.9%-3.5pp | 69.5%+8.8pp |
| Annual return | 65.36% | 31.46%+33.9pp | 5156.27%-5090.9pp | 73.15%-7.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,987 | $5,051+18.5% | $6,247-4.2% | $3,332+79.7% |
| Admin fee / account holder | $1,789 | $5,421-67.0% | $9,244-80.6% | $4,645-61.5% |