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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 | $19,285 | $106,864-82.0% | $147,318-86.9% | $82,637-76.7% |
| Participation rate | 78.1% | 75.5%+2.6pp | 82.1%-3.9pp | 68.1%+10.1pp |
| Annual return | 495.52% | 27.49%+468.0pp | 70.43%+425.1pp | 53.51%+442.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,947 | $6,496+6.9% | $7,906-12.1% | $4,126+68.4% |
| Admin fee / account holder | $519 | $8,415-93.8% | $13,708-96.2% | $7,339-92.9% |