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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 | $24,765 | $98,776-74.9% | $149,745-83.5% | $79,856-69.0% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.8pp |
| Annual return | 20.52% | 27.38%-6.9pp | 276.72%-256.2pp | 31.71%-11.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,111 | $5,681+42.8% | $6,843+18.5% | $3,741+116.8% |
| Admin fee / account holder | $1,438 | $6,053-76.2% | $9,312-84.6% | $5,306-72.9% |