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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 | $20,085 | $102,393-80.4% | $147,041-86.3% | $80,911-75.2% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 33.18% | 134.95%-101.8pp | 419.21%-386.0pp | 35.63%-2.5pp |
| Employer contribution / active EE | $50 | $3,715-98.6% | $4,935-99.0% | $2,756-98.2% |
| Participant deferral / active EE | $10,599 | $6,647+59.5% | $8,071+31.3% | $4,297+146.6% |
| Admin fee / account holder | $1,920 | $7,943-75.8% | $13,006-85.2% | $6,935-72.3% |