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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 | $22,912 | $142,972-84.0% | $214,702-89.3% | $86,983-73.7% |
| Participation rate | 92.5% | 84.9%+7.6pp | 87.5%+5.0pp | 69.5%+22.9pp |
| Annual return | 77.42% | 18.49%+58.9pp | 54.55%+22.9pp | 25.83%+51.6pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,180 | $6,568+55.0% | $9,147+11.3% | $4,194+142.7% |
| Admin fee / account holder | $685 | $17,617-96.1% | $19,830-96.5% | $7,856-91.3% |