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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 | $8,759 | $98,776-91.1% | $149,745-94.2% | $79,856-89.0% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 621.89% | 27.38%+594.5pp | 276.72%+345.2pp | 31.71%+590.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,783 | $5,681+19.4% | $6,843-0.9% | $3,741+81.3% |
| Admin fee / account holder | $777 | $6,053-87.2% | $9,312-91.7% | $5,306-85.4% |