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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 | $15,174 | $103,392-85.3% | $87,104-82.6% | $152,897-90.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 13.99% | 28.10%-14.1pp | 28.19%-14.2pp | 345.43%-331.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,749 | $4,778+83.1% | $4,048+116.1% | $5,851+49.5% |
| Admin fee / account holder | $14,387 | $12,194+18.0% | $7,491+92.1% | $11,599+24.0% |