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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 | $12,557 | $106,918-88.3% | $84,021-85.1% | $152,897-91.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.32% | 105.01%-80.7pp | 71.32%-47.0pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,497 | $4,012+37.0% | $3,239+69.7% | $5,851-6.0% |
| Admin fee / account holder | $1,547 | $8,288-81.3% | $6,102-74.6% | $11,599-86.7% |