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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 | $17,648 | $102,385-82.8% | $147,080-88.0% | $80,935-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 21.73% | 135.09%-113.4pp | 420.17%-398.4pp | 35.66%-13.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,431 | $6,651-48.4% | $8,066-57.5% | $4,299-20.2% |
| Admin fee / account holder | $344 | $7,951-95.7% | $12,989-97.4% | $6,924-95.0% |