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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 | $22,403 | $125,797-82.2% | $170,028-86.8% | $75,181-70.2% |
| Participation rate | 78.3% | 83.6%-5.3pp | 87.0%-8.7pp | 67.2%+11.1pp |
| Annual return | 757.19% | 27.20%+730.0pp | 53.39%+703.8pp | 160.69%+596.5pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,673 | $6,838-31.7% | $10,409-55.1% | $4,126+13.3% |
| Admin fee / account holder | $424 | $8,177-94.8% | $12,820-96.7% | $5,650-92.5% |