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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 | $11,624 | $177,353-93.4% | $158,226-92.7% | $198,609-94.1% |
| Participation rate | 80.0% | 77.0%+3.0pp | 74.8%+5.2pp | 82.4%-2.4pp |
| Annual return | 50.99% | 599.50%-548.5pp | 501.41%-450.4pp | 202.70%-151.7pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,972 | $4,615+116.1% | $4,317+131.0% | $6,977+42.9% |
| Admin fee / account holder | $2,398 | $10,960-78.1% | $10,217-76.5% | $19,030-87.4% |