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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 | $22,205 | $102,429-78.3% | $147,096-84.9% | $80,925-72.6% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 14.79% | 135.02%-120.2pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,920 | $6,649-11.0% | $8,071-26.7% | $4,299+37.7% |
| Admin fee / account holder | $1,466 | $7,957-81.6% | $13,005-88.7% | $6,940-78.9% |