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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 | $9,710 | $148,623-93.5% | $135,974-92.9% | $139,466-93.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 1323.33% | 79.30%+1244.0pp | 68.30%+1255.0pp | 373.66%+949.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,004 | $8,103-13.6% | $7,760-9.7% | $6,712+4.3% |
| Admin fee / account holder | $1,119 | $12,406-91.0% | $10,767-89.6% | $11,409-90.2% |