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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 | $21,733 | $98,766-78.0% | $149,730-85.5% | $79,852-72.8% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 34.59% | 27.43%+7.2pp | 276.70%-242.1pp | 31.72%+2.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,233 | $5,681+97.7% | $6,843+64.2% | $3,740+200.3% |
| Admin fee / account holder | $3,064 | $6,052-49.4% | $9,310-67.1% | $5,306-42.3% |