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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 | $35,797 | $100,060-64.2% | $149,721-76.1% | $70,126-49.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.68% | 27.46%-12.8pp | 1501.67%-1487.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,212 | $4,982+44.8% | $6,568+9.8% | $3,332+116.4% |
| Admin fee / account holder | $9,975 | $8,285+20.4% | $11,282-11.6% | $4,645+114.7% |