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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 | $20,383 | $68,398-70.2% | $94,664-78.5% | $75,173-72.9% |
| Participation rate | 94.9% | 76.1%+18.9pp | 80.8%+14.1pp | 67.2%+27.7pp |
| Annual return | 31.43% | 616.72%-585.3pp | 156.84%-125.4pp | 160.72%-129.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,027 | $6,537+68.7% | $7,417+48.7% | $4,126+167.2% |
| Admin fee / account holder | $2,556 | $5,324-52.0% | $7,222-64.6% | $5,651-54.8% |