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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 | $12,491 | $68,394-81.7% | $94,672-86.8% | $75,177-83.4% |
| Participation rate | 85.7% | 76.1%+9.6pp | 80.8%+4.9pp | 67.2%+18.5pp |
| Annual return | 165.17% | 616.92%-451.8pp | 156.89%+8.3pp | 160.75%+4.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,033 | $6,536-23.0% | $7,417-32.2% | $4,126+22.0% |
| Admin fee / account holder | $529 | $5,326-90.1% | $7,222-92.7% | $5,651-90.6% |