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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 | $18,095 | $91,559-80.2% | $133,978-86.5% | $79,856-77.3% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 90.18% | 61.85%+28.3pp | 45.10%+45.1pp | 31.71%+58.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,024 | $3,734+168.5% | $5,047+98.6% | $3,741+168.0% |
| Admin fee / account holder | $11,260 | $6,321+78.1% | $8,930+26.1% | $5,306+112.2% |