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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 | $24,141 | $101,591-76.2% | $147,096-83.6% | $74,429-67.6% |
| Participation rate | 90.6% | 75.5%+15.0pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 45.84% | 8746.45%-8700.6pp | 419.75%-373.9pp | 1368.38%-1322.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $10,038 | $7,302+37.5% | $8,071+24.4% | $4,348+130.9% |
| Admin fee / account holder | $2,047 | $1,750+17.0% | $13,005-84.3% | $1,944+5.3% |