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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 | $14,162 | $102,422-86.2% | $147,117-90.4% | $80,959-82.5% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 49.89% | 135.16%-85.3pp | 420.54%-370.6pp | 35.67%+14.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,868 | $6,652+48.3% | $8,065+22.4% | $4,300+129.5% |
| Admin fee / account holder | $1,109 | $7,953-86.1% | $12,993-91.5% | $6,925-84.0% |