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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 | $10,798 | $111,785-90.3% | $93,669-88.5% | $145,877-92.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 57.06% | 203.79%-146.7pp | 133.59%-76.5pp | 551.28%-494.2pp |
| Employer contribution / active EE | $156 | $3,096-95.0% | $2,424-93.6% | $4,663-96.7% |
| Participant deferral / active EE | $7,653 | $4,919+55.6% | $4,416+73.3% | $6,691+14.4% |
| Admin fee / account holder | $985 | $10,256-90.4% | $8,291-88.1% | $13,402-92.7% |