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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 | $18,787 | $107,421-82.5% | $182,262-89.7% | $94,015-80.0% |
| Participation rate | 79.2% | 77.8%+1.4pp | 84.2%-5.0pp | 70.8%+8.3pp |
| Annual return | 76.90% | 21.32%+55.6pp | 140.60%-63.7pp | 17.84%+59.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,500 | $6,558-16.1% | $8,276-33.6% | $4,249+29.4% |
| Admin fee / account holder | $895 | $8,692-89.7% | $16,712-94.6% | $8,951-90.0% |