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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 | $24,076 | $102,393-76.5% | $147,041-83.6% | $80,911-70.2% |
| Participation rate | 87.7% | 75.9%+11.9pp | 82.2%+5.6pp | 67.6%+20.1pp |
| Annual return | 12.78% | 134.95%-122.2pp | 419.21%-406.4pp | 35.63%-22.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,857 | $6,647+63.3% | $8,071+34.5% | $4,297+152.7% |
| Admin fee / account holder | $1,458 | $7,943-81.6% | $13,006-88.8% | $6,935-79.0% |