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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 | $99,875-82.5% | $146,866-88.1% | $86,983-79.9% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 443.09% | 28.10%+415.0pp | 102.85%+340.2pp | 25.83%+417.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,448 | $6,322+49.4% | $7,759+21.8% | $4,194+125.3% |
| Admin fee / account holder | $6,077 | $7,838-22.5% | $13,620-55.4% | $7,856-22.6% |