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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 | $17,312 | $70,486-75.4% | $100,535-82.8% | $79,856-78.3% |
| Participation rate | 81.6% | 73.6%+7.9pp | 79.4%+2.2pp | 69.6%+11.9pp |
| Annual return | 71.42% | 21.90%+49.5pp | 30.90%+40.5pp | 31.71%+39.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,274 | $5,182+98.3% | $6,271+63.8% | $3,741+174.7% |
| Admin fee / account holder | $1,964 | $4,480-56.2% | $8,085-75.7% | $5,306-63.0% |