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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 | $102,429-92.3% | $147,096-94.6% | $80,925-90.2% |
| Participation rate | 78.0% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 89.61% | 135.02%-45.4pp | 419.75%-330.1pp | 35.65%+54.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,448 | $6,649-48.1% | $8,071-57.3% | $4,299-19.8% |
| Admin fee / account holder | $817 | $7,957-89.7% | $13,005-93.7% | $6,940-88.2% |