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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 | $9,655 | $118,708-91.9% | $98,920-90.2% | $158,982-93.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 52.59% | 372.49%-319.9pp | 196.47%-143.9pp | 302.99%-250.4pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,034 | $5,089+38.2% | $4,245+65.7% | $5,983+17.6% |
| Admin fee / account holder | $1,296 | $10,134-87.2% | $6,643-80.5% | $11,252-88.5% |