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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 | $12,678 | $82,678-84.7% | $125,391-89.9% | $68,490-81.5% |
| Participation rate | 97.2% | 75.1%+22.2pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | 225.46% | -5.97%+231.4pp | 572.41%-347.0pp | -7.85%+233.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,324 | $6,111+36.2% | $7,448+11.8% | $4,028+106.7% |
| Admin fee / account holder | $394 | $6,277-93.7% | $10,009-96.1% | $5,403-92.7% |