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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 | $12,473 | $137,414-90.9% | $189,545-93.4% | $85,851-85.5% |
| Participation rate | 84.8% | 84.6%+0.2pp | 87.8%-3.0pp | 69.3%+15.5pp |
| Annual return | 42.65% | 38.14%+4.5pp | 555.36%-512.7pp | 318.63%-276.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,551 | $6,260-11.3% | $8,220-32.5% | $3,952+40.4% |
| Admin fee / account holder | $1,048 | $8,630-87.9% | $12,049-91.3% | $6,261-83.3% |