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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 | $17,500 | $106,749-83.6% | $145,433-88.0% | $82,448-78.8% |
| Participation rate | 94.0% | 75.6%+18.4pp | 82.1%+11.9pp | 68.1%+25.9pp |
| Annual return | 443.09% | 27.59%+415.5pp | 66.58%+376.5pp | 41.64%+401.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,448 | $6,519+44.9% | $7,897+19.6% | $4,139+128.2% |
| Admin fee / account holder | $6,077 | $8,390-27.6% | $13,129-53.7% | $7,234-16.0% |