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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 | $24,269 | $102,422-76.3% | $147,117-83.5% | $80,959-70.0% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 23.67% | 135.16%-111.5pp | 420.54%-396.9pp | 35.67%-12.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,569 | $6,652+58.9% | $8,065+31.1% | $4,300+145.8% |
| Admin fee / account holder | $740 | $7,953-90.7% | $12,993-94.3% | $6,925-89.3% |