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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 | $102,393-78.3% | $147,041-84.9% | $80,911-72.6% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.6%+23.7pp |
| Annual return | 14.79% | 134.95%-120.2pp | 419.21%-404.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,920 | $6,647-10.9% | $8,071-26.6% | $4,297+37.8% |
| Admin fee / account holder | $1,466 | $7,943-81.5% | $13,006-88.7% | $6,935-78.9% |