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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 | $23,060 | $98,766-76.7% | $149,730-84.6% | $79,852-71.1% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.5%-1.6pp | 69.6%+11.2pp |
| Annual return | 27.05% | 27.43%-0.4pp | 276.70%-249.7pp | 31.72%-4.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,691 | $5,681+0.2% | $6,843-16.8% | $3,740+52.1% |
| Admin fee / account holder | $2,019 | $6,052-66.6% | $9,310-78.3% | $5,306-62.0% |