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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 | $6,284 | $98,760-93.6% | $149,715-95.8% | $79,858-92.1% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.6pp |
| Annual return | 189.43% | 27.43%+162.0pp | 276.66%-87.2pp | 31.72%+157.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,452 | $5,681-21.6% | $6,842-34.9% | $3,740+19.0% |
| Admin fee / account holder | $681 | $6,053-88.7% | $9,310-92.7% | $5,306-87.2% |