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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 | $21,326 | $102,393-79.2% | $147,041-85.5% | $80,911-73.6% |
| Participation rate | 71.6% | 75.9%-4.2pp | 82.2%-10.5pp | 67.6%+4.0pp |
| Annual return | 23.06% | 134.95%-111.9pp | 419.21%-396.1pp | 35.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,840 | $6,647+17.9% | $8,071-2.9% | $4,297+82.4% |
| Admin fee / account holder | $6,095 | $7,943-23.3% | $13,006-53.1% | $6,935-12.1% |