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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 | $23,516 | $234,190-90.0% | $180,320-87.0% | $198,609-88.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 14.01% | 1057.44%-1043.4pp | 778.54%-764.5pp | 202.70%-188.7pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,625 | $4,988-67.4% | $4,304-62.2% | $6,977-76.7% |
| Admin fee / account holder | $4,453 | $12,558-64.5% | $10,000-55.5% | $19,030-76.6% |