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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 | $23,693 | $102,385-76.9% | $147,080-83.9% | $80,935-70.7% |
| Participation rate | 87.0% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 56.66% | 135.09%-78.4pp | 420.17%-363.5pp | 35.66%+21.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,453 | $6,651+27.1% | $8,066+4.8% | $4,299+96.6% |
| Admin fee / account holder | $646 | $7,951-91.9% | $12,989-95.0% | $6,924-90.7% |