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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 | $20,353 | $98,776-79.4% | $149,745-86.4% | $79,856-74.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 79.86% | 27.38%+52.5pp | 276.72%-196.9pp | 31.71%+48.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,538 | $5,681+67.9% | $6,843+39.4% | $3,741+155.0% |
| Admin fee / account holder | $2,420 | $6,053-60.0% | $9,312-74.0% | $5,306-54.4% |