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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 | $10,934 | $96,731-88.7% | $123,973-91.2% | $86,983-87.4% |
| Participation rate | 71.4% | 70.0%+1.4pp | 76.7%-5.2pp | 69.5%+1.9pp |
| Annual return | 272.40% | 17.33%+255.1pp | 388.13%-115.7pp | 25.83%+246.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,614 | $4,152+35.2% | $5,247+7.0% | $4,194+33.9% |
| Admin fee / account holder | $587 | $8,722-93.3% | $11,799-95.0% | $7,856-92.5% |