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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 | $106,749-85.3% | $145,433-89.2% | $82,448-80.9% |
| Participation rate | 80.6% | 75.6%+5.0pp | 82.1%-1.5pp | 68.1%+12.6pp |
| Annual return | 437.96% | 27.59%+410.4pp | 66.58%+371.4pp | 41.64%+396.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,838 | $6,519+20.2% | $7,897-0.8% | $4,139+89.4% |
| Admin fee / account holder | $9,991 | $8,390+19.1% | $13,129-23.9% | $7,234+38.1% |