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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 | $19,970 | $93,345-78.6% | $119,126-83.2% | $87,485-77.2% |
| Participation rate | 90.9% | 68.7%+22.2pp | 75.8%+15.1pp | 68.9%+22.0pp |
| Annual return | 22.34% | 19.08%+3.3pp | 282.11%-259.8pp | 26.06%-3.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,210 | $4,099+75.9% | $5,318+35.6% | $4,274+68.7% |
| Admin fee / account holder | $1,258 | $8,039-84.4% | $10,693-88.2% | $7,775-83.8% |