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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 | $15,779 | $102,422-84.6% | $147,117-89.3% | $80,959-80.5% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 18.50% | 135.16%-116.7pp | 420.54%-402.0pp | 35.67%-17.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,600 | $6,652-15.8% | $8,065-30.6% | $4,300+30.2% |
| Admin fee / account holder | $797 | $7,953-90.0% | $12,993-93.9% | $6,925-88.5% |