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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 | $102,429-83.5% | $147,096-88.5% | $80,925-79.1% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 109.90% | 135.02%-25.1pp | 419.75%-309.9pp | 35.65%+74.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,621 | $6,649+29.7% | $8,071+6.8% | $4,299+100.5% |
| Admin fee / account holder | $2,103 | $7,957-73.6% | $13,005-83.8% | $6,940-69.7% |