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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 | $18,835 | $98,776-80.9% | $149,745-87.4% | $79,856-76.4% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.1pp |
| Annual return | 77.12% | 27.38%+49.7pp | 276.72%-199.6pp | 31.71%+45.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15,656 | $5,681+175.6% | $6,843+128.8% | $3,741+318.5% |
| Admin fee / account holder | $1,309 | $6,053-78.4% | $9,312-85.9% | $5,306-75.3% |