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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 | $19,105 | $78,520-75.7% | $96,576-80.2% | $82,448-76.8% |
| Participation rate | 92.3% | 77.7%+14.6pp | 81.4%+10.9pp | 68.1%+24.2pp |
| Annual return | 146.34% | 41.30%+105.0pp | 38.47%+107.9pp | 41.64%+104.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,776 | $6,754+74.4% | $7,956+48.0% | $4,139+184.5% |
| Admin fee / account holder | $1,776 | $13,455-86.8% | $11,381-84.4% | $7,234-75.4% |