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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 | $16,231 | $68,412-76.3% | $94,679-82.9% | $75,181-78.4% |
| Participation rate | 75.0% | 76.1%-1.1pp | 80.8%-5.8pp | 67.2%+7.8pp |
| Annual return | 31.52% | 616.91%-585.4pp | 156.75%-125.2pp | 160.69%-129.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,691 | $6,537-12.9% | $7,417-23.3% | $4,126+37.9% |
| Admin fee / account holder | $1,126 | $5,326-78.8% | $7,233-84.4% | $5,650-80.1% |