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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 | $20,742 | $102,429-79.8% | $147,096-85.9% | $80,925-74.4% |
| Participation rate | 89.3% | 75.9%+13.5pp | 82.2%+7.2pp | 67.7%+21.7pp |
| Annual return | 45.90% | 135.02%-89.1pp | 419.75%-373.8pp | 35.65%+10.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,862 | $6,649+3.2% | $8,071-15.0% | $4,299+59.6% |
| Admin fee / account holder | $2,324 | $7,957-70.8% | $13,005-82.1% | $6,940-66.5% |