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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 | $17,588 | $125,797-86.0% | $170,057-89.7% | $75,177-76.6% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 46.72% | 27.20%+19.5pp | 53.42%-6.7pp | 160.75%-114.0pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,219 | $6,838+5.6% | $10,411-30.7% | $4,126+75.0% |
| Admin fee / account holder | $2,567 | $8,177-68.6% | $12,826-80.0% | $5,651-54.6% |