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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 | $15,287 | $176,688-91.3% | $130,660-88.3% | $152,897-90.0% |
| Participation rate | 88.9% | 79.0%+9.9pp | 71.7%+17.1pp | 82.5%+6.4pp |
| Annual return | 27.58% | 2693.08%-2665.5pp | 1709.29%-1681.7pp | 345.43%-317.9pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,502 | $4,362+3.2% | $3,603+25.0% | $5,851-23.1% |
| Admin fee / account holder | $365 | $7,131-94.9% | $5,463-93.3% | $11,599-96.9% |