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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 | $17,876 | $102,422-82.5% | $147,117-87.8% | $80,959-77.9% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 19.78% | 135.16%-115.4pp | 420.54%-400.8pp | 35.67%-15.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,312 | $6,652+25.0% | $8,065+3.1% | $4,300+93.3% |
| Admin fee / account holder | $3,415 | $7,953-57.1% | $12,993-73.7% | $6,925-50.7% |