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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 | $16,927 | $102,422-83.5% | $147,117-88.5% | $80,959-79.1% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 109.90% | 135.16%-25.3pp | 420.54%-310.6pp | 35.67%+74.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,621 | $6,652+29.6% | $8,065+6.9% | $4,300+100.5% |
| Admin fee / account holder | $2,103 | $7,953-73.6% | $12,993-83.8% | $6,925-69.6% |