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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 | $11,889 | $68,394-82.6% | $94,672-87.4% | $75,177-84.2% |
| Participation rate | 73.5% | 76.1%-2.5pp | 80.8%-7.3pp | 67.2%+6.3pp |
| Annual return | 29.15% | 616.92%-587.8pp | 156.89%-127.7pp | 160.75%-131.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,840 | $6,536-10.6% | $7,417-21.3% | $4,126+41.5% |
| Admin fee / account holder | $1,390 | $5,326-73.9% | $7,222-80.8% | $5,651-75.4% |