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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 | $14,088 | $102,393-86.2% | $147,041-90.4% | $80,911-82.6% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 14.05% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,030 | $6,647-24.3% | $8,071-37.7% | $4,297+17.1% |
| Admin fee / account holder | $636 | $7,943-92.0% | $13,006-95.1% | $6,935-90.8% |