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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 | $16,221 | $93,598-82.7% | $135,974-88.1% | $75,173-78.4% |
| Participation rate | 71.6% | 75.2%-3.6pp | 81.9%-10.3pp | 67.2%+4.4pp |
| Annual return | 212.10% | 30.89%+181.2pp | 68.30%+143.8pp | 160.72%+51.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,385 | $6,405-15.9% | $7,760-30.6% | $4,126+30.5% |
| Admin fee / account holder | $630 | $6,978-91.0% | $10,767-94.1% | $5,651-88.8% |