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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 | $11,719 | $132,634-91.2% | $115,768-89.9% | $137,256-91.5% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.4%+16.1pp | 80.0%+10.5pp |
| Annual return | 65.43% | 160.70%-95.3pp | 100.46%-35.0pp | 220.34%-154.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,710 | $5,619-69.6% | $4,917-65.2% | $6,407-73.3% |
| Admin fee / account holder | $1,324 | $15,028-91.2% | $12,439-89.4% | $12,270-89.2% |