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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 | $23,297 | $156,616-85.1% | $133,346-82.5% | $198,609-88.3% |
| Participation rate | 88.9% | 77.7%+11.2pp | 72.8%+16.0pp | 82.4%+6.5pp |
| Annual return | 10.13% | 44.25%-34.1pp | 36.85%-26.7pp | 202.70%-192.6pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,036 | $4,920+124.3% | $4,332+154.8% | $6,977+58.2% |
| Admin fee / account holder | $14,468 | $17,468-17.2% | $14,264+1.4% | $19,030-24.0% |