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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 | $101,539-78.9% | $147,041-85.5% | $74,400-71.3% |
| Participation rate | 74.4% | 75.5%-1.1pp | 82.2%-7.8pp | 67.2%+7.2pp |
| Annual return | 19.04% | 8740.84%-8721.8pp | 419.21%-400.2pp | 1367.51%-1348.5pp |
| Employer contribution / active EE | $15 | $3,811-99.6% | $4,935-99.7% | $2,624-99.4% |
| Participant deferral / active EE | $6,490 | $7,304-11.1% | $8,071-19.6% | $4,348+49.3% |
| Admin fee / account holder | $2,440 | $1,749+39.5% | $13,006-81.2% | $1,944+25.6% |