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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 | $8,867 | $105,198-91.6% | $159,455-94.4% | $85,856-89.7% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.8%-10.4pp | 69.3%+3.1pp |
| Annual return | 49.26% | 45.08%+4.2pp | 263.63%-214.4pp | 318.58%-269.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,914 | $5,946-0.5% | $7,353-19.6% | $3,952+49.6% |
| Admin fee / account holder | $936 | $6,934-86.5% | $10,800-91.3% | $6,261-85.1% |