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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 | $16,686 | $99,652-83.3% | $78,778-78.8% | $147,586-88.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 15.63% | 47.28%-31.7pp | 35.62%-20.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $859 | $3,664-76.6% | $2,958-71.0% | $5,439-84.2% |
| Admin fee / account holder | $396 | $7,155-94.5% | $5,134-92.3% | $10,886-96.4% |