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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 | $14,237 | $102,422-86.1% | $147,117-90.3% | $80,959-82.4% |
| Participation rate | 87.2% | 75.9%+11.4pp | 82.2%+5.0pp | 67.7%+19.6pp |
| Annual return | 18.66% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,574 | $6,652-1.2% | $8,065-18.5% | $4,300+52.9% |
| Admin fee / account holder | $2,024 | $7,953-74.6% | $12,993-84.4% | $6,925-70.8% |