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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 | $15,124 | $102,429-85.2% | $147,096-89.7% | $80,925-81.3% |
| Participation rate | 73.1% | 75.9%-2.8pp | 82.2%-9.1pp | 67.7%+5.4pp |
| Annual return | 28.44% | 135.02%-106.6pp | 419.75%-391.3pp | 35.65%-7.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,363 | $6,649-4.3% | $8,071-21.2% | $4,299+48.0% |
| Admin fee / account holder | $381 | $7,957-95.2% | $13,005-97.1% | $6,940-94.5% |