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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 | $7,935 | $102,422-92.3% | $147,117-94.6% | $80,959-90.2% |
| Participation rate | 78.0% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 89.61% | 135.16%-45.5pp | 420.54%-330.9pp | 35.67%+53.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,448 | $6,652-48.2% | $8,065-57.2% | $4,300-19.8% |
| Admin fee / account holder | $817 | $7,953-89.7% | $12,993-93.7% | $6,925-88.2% |