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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 | $14,000 | $102,385-86.3% | $147,080-90.5% | $80,935-82.7% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 26.08% | 135.09%-109.0pp | 420.17%-394.1pp | 35.66%-9.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,364 | $6,651+25.8% | $8,066+3.7% | $4,299+94.5% |
| Admin fee / account holder | $2,117 | $7,951-73.4% | $12,989-83.7% | $6,924-69.4% |