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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 | $102,393-86.2% | $147,041-90.4% | $80,911-82.5% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 49.89% | 134.95%-85.1pp | 419.21%-369.3pp | 35.63%+14.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,868 | $6,647+48.5% | $8,071+22.3% | $4,297+129.6% |
| Admin fee / account holder | $1,109 | $7,943-86.0% | $13,006-91.5% | $6,935-84.0% |