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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 | $23,297 | $105,200-77.9% | $159,474-85.4% | $85,847-72.9% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.8%+10.2pp | 69.3%+23.7pp |
| Annual return | 20.69% | 45.08%-24.4pp | 263.68%-243.0pp | 318.61%-297.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,508 | $5,946+127.2% | $7,353+83.7% | $3,952+241.8% |
| Admin fee / account holder | $2,387 | $6,934-65.6% | $10,802-77.9% | $6,261-61.9% |