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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 | $21,381 | $101,591-79.0% | $147,096-85.5% | $74,429-71.3% |
| Participation rate | 74.4% | 75.5%-1.1pp | 82.2%-7.8pp | 67.2%+7.2pp |
| Annual return | 19.04% | 8746.45%-8727.4pp | 419.75%-400.7pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $15 | $3,813-99.6% | $4,936-99.7% | $2,625-99.4% |
| Participant deferral / active EE | $6,490 | $7,302-11.1% | $8,071-19.6% | $4,348+49.3% |
| Admin fee / account holder | $2,440 | $1,750+39.4% | $13,005-81.2% | $1,944+25.5% |