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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 | $17,963 | $93,589-80.8% | $135,942-86.8% | $75,181-76.1% |
| Participation rate | 76.9% | 75.2%+1.7pp | 81.9%-5.0pp | 67.2%+9.7pp |
| Annual return | 144.68% | 30.90%+113.8pp | 68.28%+76.4pp | 160.69%-16.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,649 | $6,405-11.8% | $7,759-27.2% | $4,126+36.9% |
| Admin fee / account holder | $868 | $6,977-87.6% | $10,764-91.9% | $5,650-84.6% |