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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 | $12,541 | $201,370-93.8% | $184,256-93.2% | $145,897-91.4% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.0pp |
| Annual return | 98.05% | 29.05%+69.0pp | 28.85%+69.2pp | 552.29%-454.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,803 | $9,808-30.6% | $9,133-25.5% | $6,689+1.7% |
| Admin fee / account holder | $1,997 | $16,364-87.8% | $13,899-85.6% | $13,390-85.1% |