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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 | $23,589 | $102,393-77.0% | $147,041-84.0% | $80,911-70.8% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.6%+20.2pp |
| Annual return | 30.95% | 134.95%-104.0pp | 419.21%-388.3pp | 35.63%-4.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,955 | $6,647+64.8% | $8,071+35.7% | $4,297+154.9% |
| Admin fee / account holder | $2,099 | $7,943-73.6% | $13,006-83.9% | $6,935-69.7% |