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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 | $20,568 | $98,766-79.2% | $149,730-86.3% | $79,852-74.2% |
| Participation rate | 87.0% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.4pp |
| Annual return | 34.25% | 27.43%+6.8pp | 276.70%-242.4pp | 31.72%+2.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,181 | $5,681+79.2% | $6,843+48.8% | $3,740+172.2% |
| Admin fee / account holder | $2,380 | $6,052-60.7% | $9,310-74.4% | $5,306-55.1% |