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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 | $12,312 | $68,398-82.0% | $94,664-87.0% | $75,173-83.6% |
| Participation rate | 80.5% | 76.1%+4.4pp | 80.8%-0.3pp | 67.2%+13.3pp |
| Annual return | 67.62% | 616.72%-549.1pp | 156.84%-89.2pp | 160.72%-93.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,434 | $6,537+13.7% | $7,417+0.2% | $4,126+80.2% |
| Admin fee / account holder | $3,807 | $5,324-28.5% | $7,222-47.3% | $5,651-32.6% |