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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 | $20,275 | $234,190-91.3% | $180,320-88.8% | $198,609-89.8% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.5%+3.5pp | 82.4%-7.4pp |
| Annual return | 17.46% | 1057.44%-1040.0pp | 778.54%-761.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,913 | $4,988-21.6% | $4,304-9.1% | $6,977-43.9% |
| Admin fee / account holder | $1,249 | $12,558-90.1% | $10,000-87.5% | $19,030-93.4% |