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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 | $24,899 | $156,616-84.1% | $133,346-81.3% | $198,609-87.5% |
| Participation rate | 86.7% | 77.7%+8.9pp | 72.8%+13.8pp | 82.4%+4.3pp |
| Annual return | 16.62% | 44.25%-27.6pp | 36.85%-20.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $14,856 | $4,920+202.0% | $4,332+242.9% | $6,977+112.9% |
| Admin fee / account holder | $15,060 | $17,468-13.8% | $14,264+5.6% | $19,030-20.9% |