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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 | $13,318 | $82,674-83.9% | $125,363-89.4% | $68,495-80.6% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | 24.23% | -5.97%+30.2pp | 572.15%-547.9pp | -7.84%+32.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,440 | $6,111+70.8% | $7,447+40.2% | $4,028+159.2% |
| Admin fee / account holder | $2,433 | $6,276-61.2% | $10,005-75.7% | $5,403-55.0% |