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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 | $14,573 | $102,422-85.8% | $147,117-90.1% | $80,959-82.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 55.78% | 135.16%-79.4pp | 420.54%-364.8pp | 35.67%+20.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,068 | $6,652+21.3% | $8,0650% | $4,300+87.6% |
| Admin fee / account holder | $812 | $7,953-89.8% | $12,993-93.7% | $6,925-88.3% |