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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 | $12,963 | $59,107-78.1% | $86,439-85.0% | $68,495-81.1% |
| Participation rate | 77.5% | 75.2%+2.3pp | 80.3%-2.8pp | 67.9%+9.6pp |
| Annual return | 54.61% | -0.23%+54.8pp | 4395.55%-4340.9pp | -7.84%+62.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,020 | $5,901+69.8% | $6,952+44.1% | $4,028+148.8% |
| Admin fee / account holder | $1,150 | $5,637-79.6% | $6,732-82.9% | $5,403-78.7% |