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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 | $142,354-91.8% | $125,529-90.7% | $155,188-92.4% |
| Participation rate | 90.5% | 78.1%+12.4pp | 74.7%+15.8pp | 80.8%+9.7pp |
| Annual return | 65.43% | 306.06%-240.6pp | 202.56%-137.1pp | 148.84%-83.4pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,710 | $5,491-68.9% | $4,813-64.5% | $6,531-73.8% |
| Admin fee / account holder | $1,324 | $19,392-93.2% | $16,298-91.9% | $14,480-90.9% |