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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 | $23,788 | $105,200-77.4% | $159,474-85.1% | $85,847-72.3% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 607.05% | 45.08%+562.0pp | 263.68%+343.4pp | 318.61%+288.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,752 | $5,946+30.4% | $7,353+5.4% | $3,952+96.1% |
| Admin fee / account holder | $332 | $6,934-95.2% | $10,802-96.9% | $6,261-94.7% |