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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 | $14,529 | $96,123-84.9% | $77,361-81.2% | $198,609-92.7% |
| Participation rate | 70.0% | 81.1%-11.1pp | 75.0%-5.0pp | 82.4%-12.4pp |
| Annual return | 18.47% | 2054.81%-2036.3pp | 1011.54%-993.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,751 | $4,975-24.6% | $3,911-4.1% | $6,977-46.2% |
| Admin fee / account holder | $2,854 | $9,471-69.9% | $5,894-51.6% | $19,030-85.0% |