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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 | $21,998 | $79,169-72.2% | $100,415-78.1% | $74,478-70.5% |
| Participation rate | 77.5% | 79.4%-1.9pp | 81.5%-4.1pp | 67.2%+10.2pp |
| Annual return | 20.57% | 20.51%+0.1pp | 49.47%-28.9pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,421 | $7,751-17.2% | $8,091-20.6% | $4,350+47.6% |
| Admin fee / account holder | $1,267 | $1,337-5.3% | $7,906-84.0% | $1,946-34.9% |