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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 | $12,864 | $95,383-86.5% | $185,837-93.1% | $85,856-85.0% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 41.96% | 23.59%+18.4pp | 122.08%-80.1pp | 318.58%-276.6pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,276 | $3,423-62.7% | $5,568-77.1% | $3,952-67.7% |
| Admin fee / account holder | $2,554 | $7,213-64.6% | $16,241-84.3% | $6,261-59.2% |