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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 | $23,818 | $102,382-76.7% | $147,005-83.8% | $80,874-70.5% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 21.21% | 134.89%-113.7pp | 418.76%-397.6pp | 35.62%-14.4pp |
| Employer contribution / active EE | $735 | $3,715-80.2% | $4,934-85.1% | $2,756-73.3% |
| Participant deferral / active EE | $6,116 | $6,646-8.0% | $8,070-24.2% | $4,297+42.3% |
| Admin fee / account holder | $1,859 | $7,942-76.6% | $13,006-85.7% | $6,935-73.2% |