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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 | $24,003 | $98,766-75.7% | $149,730-84.0% | $79,852-69.9% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 13.57% | 27.43%-13.9pp | 276.70%-263.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,742 | $5,681+71.5% | $6,843+42.4% | $3,740+160.5% |
| Admin fee / account holder | $8,095 | $6,052+33.8% | $9,310-13.1% | $5,306+52.6% |