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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 | $20,024 | $105,200-81.0% | $159,474-87.4% | $85,847-76.7% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.8%+6.6pp | 69.3%+20.1pp |
| Annual return | 29.41% | 45.08%-15.7pp | 263.68%-234.3pp | 318.61%-289.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,499 | $5,946+42.9% | $7,353+15.6% | $3,952+115.0% |
| Admin fee / account holder | $6,481 | $6,934-6.5% | $10,802-40.0% | $6,261+3.5% |