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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 | $22,832 | $102,422-77.7% | $147,117-84.5% | $80,959-71.8% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 15.22% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,910 | $6,652+18.9% | $8,065-1.9% | $4,300+83.9% |
| Admin fee / account holder | $976 | $7,953-87.7% | $12,993-92.5% | $6,925-85.9% |