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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 | $21,084 | $102,385-79.4% | $147,080-85.7% | $80,935-74.0% |
| Participation rate | 88.0% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 22.96% | 135.09%-112.1pp | 420.17%-397.2pp | 35.66%-12.7pp |
| Employer contribution / active EE | $8 | $3,717-99.8% | $4,933-99.8% | $2,757-99.7% |
| Participant deferral / active EE | $11,503 | $6,651+72.9% | $8,066+42.6% | $4,299+167.5% |
| Admin fee / account holder | $2,284 | $7,951-71.3% | $12,989-82.4% | $6,924-67.0% |