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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 | $20,276 | $112,121-81.9% | $95,960-78.9% | $158,966-87.2% |
| Participation rate | 87.0% | 79.0%+8.0pp | 77.1%+9.9pp | 82.0%+5.0pp |
| Annual return | 86.53% | 171.16%-84.6pp | 91.63%-5.1pp | 302.95%-216.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,034 | $4,784+172.4% | $4,167+212.8% | $5,983+117.8% |
| Admin fee / account holder | $1,355 | $10,135-86.6% | $6,797-80.1% | $11,250-88.0% |