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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 | $9,502 | $101,672-90.7% | $147,117-93.5% | $74,478-87.2% |
| Participation rate | 87.3% | 75.5%+11.7pp | 82.2%+5.1pp | 67.2%+20.0pp |
| Annual return | 22.21% | 8757.83%-8735.6pp | 420.54%-398.3pp | 1370.56%-1348.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,188 | $7,305-42.7% | $8,065-48.1% | $4,350-3.7% |
| Admin fee / account holder | $1,357 | $1,753-22.6% | $12,993-89.6% | $1,946-30.3% |