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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 | $23,550 | $105,210-77.6% | $159,487-85.2% | $85,851-72.6% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 21.68% | 45.08%-23.4pp | 263.71%-242.0pp | 318.63%-297.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,430 | $5,946+75.4% | $7,354+41.8% | $3,952+163.9% |
| Admin fee / account holder | $3,119 | $6,934-55.0% | $10,804-71.1% | $6,261-50.2% |