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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 | $9,991 | $101,499-90.2% | $147,005-93.2% | $74,546-86.6% |
| Participation rate | 84.7% | 75.5%+9.2pp | 82.2%+2.6pp | 67.2%+17.5pp |
| Annual return | 17.94% | 8732.34%-8714.4pp | 418.76%-400.8pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,254 | $7,304-41.8% | $8,070-47.3% | $4,347-2.2% |
| Admin fee / account holder | $1,066 | $1,748-39.0% | $13,006-91.8% | $1,944-45.1% |