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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 | $12,943 | $150,435-91.4% | $120,580-89.3% | $145,897-91.1% |
| Participation rate | 80.0% | 78.8%+1.2pp | 72.0%+8.0pp | 80.3%-0.3pp |
| Annual return | 101.80% | 154.60%-52.8pp | 107.48%-5.7pp | 552.29%-450.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,485 | $6,174+5.0% | $4,995+29.8% | $6,689-3.0% |
| Admin fee / account holder | $5,219 | $12,182-57.2% | $9,418-44.6% | $13,390-61.0% |