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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 | $19,147 | $102,382-81.3% | $147,005-87.0% | $80,874-76.3% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 20.73% | 134.89%-114.2pp | 418.76%-398.0pp | 35.62%-14.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,835 | $6,646+32.9% | $8,070+9.5% | $4,297+105.6% |
| Admin fee / account holder | $902 | $7,942-88.6% | $13,006-93.1% | $6,935-87.0% |