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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 | $14,348 | $102,393-86.0% | $147,041-90.2% | $80,911-82.3% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 184.26% | 134.95%+49.3pp | 419.21%-235.0pp | 35.63%+148.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,977 | $6,647+35.1% | $8,071+11.2% | $4,297+108.9% |
| Admin fee / account holder | $571 | $7,943-92.8% | $13,006-95.6% | $6,935-91.8% |