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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 | $25,006 | $59,448-57.9% | $93,696-73.3% | $74,459-66.4% |
| Participation rate | 96.2% | 59.6%+36.5pp | 68.7%+27.4pp | 67.2%+28.9pp |
| Annual return | 12.58% | 82.11%-69.5pp | 133.74%-121.2pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $240 | $1,266-81.0% | $2,422-90.1% | $2,626-90.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2,599 | $3,027-14.2% | $8,287-68.6% | $1,945+33.6% |