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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 | $15,709 | $99,875-84.3% | $146,866-89.3% | $86,983-81.9% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.5%-1.9pp | 69.5%+11.1pp |
| Annual return | 437.96% | 28.10%+409.9pp | 102.85%+335.1pp | 25.83%+412.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,838 | $6,322+24.0% | $7,759+1.0% | $4,194+86.9% |
| Admin fee / account holder | $9,991 | $7,838+27.5% | $13,620-26.6% | $7,856+27.2% |