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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 | $106,864-83.6% | $147,318-88.1% | $82,637-78.8% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.1%+11.9pp | 68.1%+25.9pp |
| Annual return | 443.09% | 27.49%+415.6pp | 70.43%+372.7pp | 53.51%+389.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,448 | $6,496+45.4% | $7,906+19.5% | $4,126+129.0% |
| Admin fee / account holder | $6,077 | $8,415-27.8% | $13,708-55.7% | $7,339-17.2% |