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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 | $16,205 | $89,367-81.9% | $141,191-88.5% | $72,975-77.8% |
| Participation rate | 78.0% | 75.1%+2.9pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 45.15% | 111.87%-66.7pp | 71.41%-26.3pp | 81.01%-35.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,382 | $5,419+36.2% | $6,710+10.0% | $3,608+104.6% |
| Admin fee / account holder | $595 | $5,957-90.0% | $10,264-94.2% | $5,124-88.4% |