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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 | $17,789 | $98,766-82.0% | $149,730-88.1% | $79,852-77.7% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.8pp |
| Annual return | 34.49% | 27.43%+7.1pp | 276.70%-242.2pp | 31.72%+2.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,545 | $5,681+103.2% | $6,843+68.7% | $3,740+208.7% |
| Admin fee / account holder | $1,945 | $6,052-67.9% | $9,310-79.1% | $5,306-63.4% |