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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 | $21,708 | $102,385-78.8% | $147,080-85.2% | $80,935-73.2% |
| Participation rate | 85.0% | 75.9%+9.1pp | 82.2%+2.8pp | 67.7%+17.3pp |
| Annual return | 23.92% | 135.09%-111.2pp | 420.17%-396.2pp | 35.66%-11.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,457 | $6,651+57.2% | $8,066+29.6% | $4,299+143.2% |
| Admin fee / account holder | $3,523 | $7,951-55.7% | $12,989-72.9% | $6,924-49.1% |