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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 | $13,567 | $102,393-86.7% | $147,041-90.8% | $80,911-83.2% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.6%+12.9pp |
| Annual return | 88.37% | 134.95%-46.6pp | 419.21%-330.8pp | 35.63%+52.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,339 | $6,647+10.4% | $8,071-9.1% | $4,297+70.8% |
| Admin fee / account holder | $447 | $7,943-94.4% | $13,006-96.6% | $6,935-93.6% |