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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 | $11,203 | $93,598-88.0% | $135,974-91.8% | $75,173-85.1% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 194.39% | 30.89%+163.5pp | 68.30%+126.1pp | 160.72%+33.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,272 | $6,405+44.7% | $7,760+19.5% | $4,126+124.7% |
| Admin fee / account holder | $5,719 | $6,978-18.0% | $10,767-46.9% | $5,651+1.2% |