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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 | $7,248 | $102,422-92.9% | $147,117-95.1% | $80,959-91.0% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 76.98% | 135.16%-58.2pp | 420.54%-343.6pp | 35.67%+41.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,251 | $6,652-36.1% | $8,065-47.3% | $4,300-1.2% |
| Admin fee / account holder | $684 | $7,953-91.4% | $12,993-94.7% | $6,925-90.1% |