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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 | $77,358-75.3% | $102,184-81.3% | $87,485-78.2% |
| Participation rate | 92.3% | 78.7%+13.6pp | 82.6%+9.7pp | 68.9%+23.4pp |
| Annual return | 146.34% | 41.11%+105.2pp | 31.58%+114.8pp | 26.06%+120.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,776 | $6,753+74.4% | $8,309+41.7% | $4,274+175.6% |
| Admin fee / account holder | $1,776 | $6,809-73.9% | $11,609-84.7% | $7,775-77.2% |