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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 | $16,536 | $89,367-81.5% | $141,191-88.3% | $72,975-77.3% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 75.46% | 111.87%-36.4pp | 71.41%+4.1pp | 81.01%-5.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,050 | $5,419+67.0% | $6,710+34.9% | $3,608+150.8% |
| Admin fee / account holder | $494 | $5,957-91.7% | $10,264-95.2% | $5,124-90.4% |