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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 | $16,969 | $102,385-83.4% | $147,080-88.5% | $80,935-79.0% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.2pp |
| Annual return | 16.43% | 135.09%-118.7pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,213 | $6,651+53.6% | $8,066+26.6% | $4,299+137.5% |
| Admin fee / account holder | $3,608 | $7,951-54.6% | $12,989-72.2% | $6,924-47.9% |