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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 | $16,333 | $91,536-82.2% | $130,062-87.4% | $75,177-78.3% |
| Participation rate | 93.3% | 71.5%+21.9pp | 78.5%+14.8pp | 67.2%+26.1pp |
| Annual return | 20.61% | -631.62%+652.2pp | -137.37%+158.0pp | 160.75%-140.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,452 | $4,343+2.5% | $5,821-23.5% | $4,126+7.9% |
| Admin fee / account holder | $362 | $6,780-94.7% | $10,601-96.6% | $5,651-93.6% |