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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 | $21,309 | $98,766-78.4% | $149,730-85.8% | $79,852-73.3% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.6pp |
| Annual return | 36.27% | 27.43%+8.8pp | 276.70%-240.4pp | 31.72%+4.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,025 | $5,681+23.7% | $6,843+2.7% | $3,740+87.8% |
| Admin fee / account holder | $2,317 | $6,052-61.7% | $9,310-75.1% | $5,306-56.3% |