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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 | $14,770 | $101,672-85.5% | $147,117-90.0% | $74,478-80.2% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 13.03% | 8757.83%-8744.8pp | 420.54%-407.5pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $516 | $3,813-86.5% | $4,932-89.5% | $2,626-80.3% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $908 | $1,753-48.2% | $12,993-93.0% | $1,946-53.3% |