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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 | $9,945 | $78,520-87.3% | $96,576-89.7% | $82,448-87.9% |
| Participation rate | 75.7% | 77.7%-2.1pp | 81.4%-5.8pp | 68.1%+7.6pp |
| Annual return | 469.20% | 41.30%+427.9pp | 38.47%+430.7pp | 41.64%+427.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,071 | $6,754-24.9% | $7,956-36.3% | $4,139+22.5% |
| Admin fee / account holder | $768 | $13,455-94.3% | $11,381-93.3% | $7,234-89.4% |