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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 | $16,013 | $105,200-84.8% | $159,474-90.0% | $85,847-81.3% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 52.58% | 45.08%+7.5pp | 263.68%-211.1pp | 318.61%-266.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,427 | $5,946+24.9% | $7,353+1.0% | $3,952+87.9% |
| Admin fee / account holder | $4,147 | $6,934-40.2% | $10,802-61.6% | $6,261-33.8% |