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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 | $18,555 | $68,412-72.9% | $94,679-80.4% | $75,181-75.3% |
| Participation rate | 92.6% | 76.1%+16.5pp | 80.8%+11.8pp | 67.2%+25.4pp |
| Annual return | 71.90% | 616.91%-545.0pp | 156.75%-84.9pp | 160.69%-88.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $16,774 | $6,537+156.6% | $7,417+126.1% | $4,126+306.5% |
| Admin fee / account holder | $3,746 | $5,326-29.7% | $7,233-48.2% | $5,650-33.7% |