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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 | $14,765 | $59,116-75.0% | $86,438-82.9% | $68,486-78.4% |
| Participation rate | 86.7% | 75.2%+11.4pp | 80.3%+6.3pp | 67.9%+18.8pp |
| Annual return | 465.82% | -0.23%+466.0pp | 4397.19%-3931.4pp | -7.85%+473.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,169 | $5,902+72.3% | $6,952+46.3% | $4,028+152.5% |
| Admin fee / account holder | $609 | $5,639-89.2% | $6,733-91.0% | $5,404-88.7% |