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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 | $14,651 | $65,566-77.7% | $86,235-83.0% | $75,177-80.5% |
| Participation rate | 94.1% | 60.5%+33.6pp | 69.0%+25.2pp | 67.2%+26.9pp |
| Annual return | 15.85% | 46.07%-30.2pp | 1170.03%-1154.2pp | 160.75%-144.9pp |
| Employer contribution / active EE | $260 | $1,553-83.3% | $2,381-89.1% | $2,671-90.3% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,885 | $5,470-65.5% | $6,856-72.5% | $5,651-66.6% |