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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 | $9,501 | $202,460-95.3% | $169,385-94.4% | $139,456-93.2% |
| Participation rate | 95.0% | 81.1%+13.9pp | 77.2%+17.8pp | 80.3%+14.7pp |
| Annual return | 169.44% | 532.07%-362.6pp | 405.82%-236.4pp | 373.45%-204.0pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,283 | $6,938-23.8% | $6,221-15.1% | $6,711-21.3% |
| Admin fee / account holder | $2,604 | $10,719-75.7% | $9,011-71.1% | $11,407-77.2% |