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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 | $102,385-76.5% | $147,080-83.6% | $80,935-70.3% |
| Participation rate | 87.7% | 75.9%+11.9pp | 82.2%+5.5pp | 67.7%+20.1pp |
| Annual return | 12.78% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,857 | $6,651+63.2% | $8,066+34.6% | $4,299+152.5% |
| Admin fee / account holder | $1,458 | $7,951-81.7% | $12,989-88.8% | $6,924-78.9% |