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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 | $20,720 | $102,393-79.8% | $147,041-85.9% | $80,911-74.4% |
| Participation rate | 91.2% | 75.9%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 16.92% | 134.95%-118.0pp | 419.21%-402.3pp | 35.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,807 | $6,647+17.5% | $8,071-3.3% | $4,297+81.7% |
| Admin fee / account holder | $502 | $7,943-93.7% | $13,006-96.1% | $6,935-92.8% |