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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 | $10,566 | $102,422-89.7% | $147,117-92.8% | $80,959-86.9% |
| Participation rate | 82.9% | 75.9%+7.0pp | 82.2%+0.7pp | 67.7%+15.2pp |
| Annual return | 21.81% | 135.16%-113.3pp | 420.54%-398.7pp | 35.67%-13.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,050 | $6,652-9.1% | $8,065-25.0% | $4,300+40.7% |
| Admin fee / account holder | $416 | $7,953-94.8% | $12,993-96.8% | $6,925-94.0% |