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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 | $12,407 | $68,398-81.9% | $94,664-86.9% | $75,173-83.5% |
| Participation rate | 93.1% | 76.1%+17.0pp | 80.8%+12.3pp | 67.2%+25.9pp |
| Annual return | 24.45% | 616.72%-592.3pp | 156.84%-132.4pp | 160.72%-136.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,800 | $6,537-11.3% | $7,417-21.8% | $4,126+40.6% |
| Admin fee / account holder | $396 | $5,324-92.6% | $7,222-94.5% | $5,651-93.0% |