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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 | $15,239 | $102,385-85.1% | $147,080-89.6% | $80,935-81.2% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 15.29% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,045 | $6,651+5.9% | $8,066-12.7% | $4,299+63.9% |
| Admin fee / account holder | $664 | $7,951-91.6% | $12,989-94.9% | $6,924-90.4% |