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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 | $25,372 | $144,130-82.4% | $117,860-78.5% | $147,585-82.8% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 8.67% | 531.20%-522.5pp | 335.10%-326.4pp | 578.58%-569.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,609 | $5,316-69.7% | $4,482-64.1% | $5,439-70.4% |
| Admin fee / account holder | $2,351 | $10,887-78.4% | $8,021-70.7% | $10,886-78.4% |