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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 | $35,337 | $109,359-67.7% | $162,185-78.2% | $72,976-51.6% |
| Participation rate | 71.2% | 84.3%-13.0pp | 87.6%-16.3pp | 69.5%+1.7pp |
| Annual return | 171.55% | 25.46%+146.1pp | 115.61%+55.9pp | 81.02%+90.5pp |
| Employer contribution / active EE | $2 | $3,907-100.0% | $5,613-100.0% | $2,440-99.9% |
| Participant deferral / active EE | $4,903 | $5,481-10.5% | $7,297-32.8% | $3,608+35.9% |
| Admin fee / account holder | $1,948 | $7,972-75.6% | $10,844-82.0% | $5,124-62.0% |