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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 | $20,425 | $102,385-80.1% | $147,080-86.1% | $80,935-74.8% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 38.84% | 135.09%-96.3pp | 420.17%-381.3pp | 35.66%+3.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,547 | $6,651+58.6% | $8,066+30.8% | $4,299+145.3% |
| Admin fee / account holder | $356 | $7,951-95.5% | $12,989-97.3% | $6,924-94.9% |