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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 | $12,082 | $132,634-90.9% | $115,768-89.6% | $137,256-91.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.4%+15.6pp | 80.0%+10.0pp |
| Annual return | 24.16% | 160.70%-136.5pp | 100.46%-76.3pp | 220.34%-196.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,986 | $5,619+95.5% | $4,917+123.4% | $6,407+71.5% |
| Admin fee / account holder | $3,885 | $15,028-74.1% | $12,439-68.8% | $12,270-68.3% |