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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 | $16,773 | $82,674-79.7% | $125,381-86.6% | $68,486-75.5% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.4%+4.1pp | 67.9%+18.6pp |
| Annual return | 32.59% | -5.97%+38.6pp | 572.31%-539.7pp | -7.85%+40.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,636 | $6,111+41.3% | $7,448+16.0% | $4,028+114.4% |
| Admin fee / account holder | $626 | $6,277-90.0% | $10,007-93.7% | $5,404-88.4% |