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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 | $10,351 | $49,164-78.9% | $121,169-91.5% | $75,181-86.2% |
| Participation rate | 73.1% | 55.4%+17.7pp | 69.5%+3.6pp | 67.2%+5.9pp |
| Annual return | 13.82% | 56.03%-42.2pp | 986.71%-972.9pp | 160.69%-146.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,640 | $2,628+0.4% | $4,083-35.3% | $4,126-36.0% |
| Admin fee / account holder | $896 | $3,942-77.3% | $5,645-84.1% | $5,650-84.1% |