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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 | $10,963 | $118,877-90.8% | $96,570-88.6% | $167,536-93.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.02% | 50.50%-28.5pp | 37.79%-15.8pp | 478.82%-456.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $12,924 | $4,617+179.9% | $3,849+235.8% | $6,342+103.8% |
| Admin fee / account holder | $4,551 | $8,069-43.6% | $6,182-26.4% | $12,315-63.0% |