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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 | $24,051 | $78,423-69.3% | $95,964-74.9% | $79,856-69.9% |
| Participation rate | 82.2% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.6pp |
| Annual return | 20.24% | 19.37%+0.9pp | 91.64%-71.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,089 | $3,440+135.1% | $4,167+94.1% | $3,741+116.3% |
| Admin fee / account holder | $1,806 | $5,622-67.9% | $6,797-73.4% | $5,306-66.0% |