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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 | $17,104 | $102,385-83.3% | $147,080-88.4% | $80,935-78.9% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 77.47% | 135.09%-57.6pp | 420.17%-342.7pp | 35.66%+41.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,527 | $6,651+58.3% | $8,066+30.5% | $4,299+144.9% |
| Admin fee / account holder | $2,207 | $7,951-72.2% | $12,989-83.0% | $6,924-68.1% |