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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 | $106,524-85.3% | $152,301-89.7% | $87,485-82.0% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.4%-1.8pp | 68.9%+11.7pp |
| Annual return | 437.96% | 26.89%+411.1pp | 80.50%+357.5pp | 26.06%+411.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,838 | $6,525+20.1% | $8,004-2.1% | $4,274+83.4% |
| Admin fee / account holder | $9,991 | $8,287+20.6% | $14,398-30.6% | $7,775+28.5% |