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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 | $11,154 | $108,942-89.8% | $100,415-88.9% | $145,897-92.4% |
| Participation rate | 77.3% | 83.0%-5.7pp | 81.5%-4.2pp | 80.3%-3.0pp |
| Annual return | 325.09% | 58.27%+266.8pp | 49.47%+275.6pp | 552.29%-227.2pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,676 | $8,461-56.6% | $8,091-54.6% | $6,689-45.1% |
| Admin fee / account holder | $966 | $9,702-90.0% | $7,906-87.8% | $13,390-92.8% |