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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 | $101,653-77.8% | $147,080-84.7% | $74,459-69.7% |
| Participation rate | 86.1% | 75.6%+10.6pp | 82.2%+3.9pp | 67.2%+18.9pp |
| Annual return | 31.40% | 8754.98%-8723.6pp | 420.17%-388.8pp | 1369.70%-1338.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,205 | $7,304+39.7% | $8,066+26.5% | $4,350+134.6% |
| Admin fee / account holder | $962 | $1,752-45.1% | $12,989-92.6% | $1,945-50.5% |