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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 | $13,212 | $78,428-83.2% | $95,960-86.2% | $79,852-83.5% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 54.55% | 19.37%+35.2pp | 91.63%-37.1pp | 31.72%+22.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,439 | $3,440+58.1% | $4,167+30.5% | $3,740+45.4% |
| Admin fee / account holder | $637 | $5,622-88.7% | $6,797-90.6% | $5,306-88.0% |