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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 | $31,860 | $109,620-70.9% | $148,496-78.5% | $94,015-66.1% |
| Participation rate | 96.6% | 71.3%+25.3pp | 76.0%+20.5pp | 70.8%+25.7pp |
| Annual return | 65.03% | 17.54%+47.5pp | 12.33%+52.7pp | 17.84%+47.2pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,731 | $3,831+127.9% | $4,808+81.6% | $4,249+105.5% |
| Admin fee / account holder | $621 | $10,050-93.8% | $19,547-96.8% | $8,951-93.1% |