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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 | $22,550 | $101,539-77.8% | $147,041-84.7% | $74,400-69.7% |
| Participation rate | 86.1% | 75.5%+10.6pp | 82.2%+4.0pp | 67.2%+18.9pp |
| Annual return | 31.40% | 8740.84%-8709.4pp | 419.21%-387.8pp | 1367.51%-1336.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $10,205 | $7,304+39.7% | $8,071+26.4% | $4,348+134.7% |
| Admin fee / account holder | $962 | $1,749-45.0% | $13,006-92.6% | $1,944-50.5% |