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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 | $15,290 | $78,197-80.4% | $98,090-84.4% | $82,637-81.5% |
| Participation rate | 93.5% | 77.5%+16.1pp | 81.5%+12.0pp | 68.1%+25.5pp |
| Annual return | 346.91% | 40.25%+306.7pp | 37.05%+309.9pp | 53.51%+293.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,492 | $6,636-2.2% | $7,845-17.2% | $4,126+57.3% |
| Admin fee / account holder | $731 | $14,832-95.1% | $11,815-93.8% | $7,339-90.0% |