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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 | $24,649 | $171,492-85.6% | $150,734-83.6% | $198,609-87.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.57% | 804.70%-788.1pp | 600.81%-584.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,930 | $6,259-53.2% | $5,610-47.8% | $6,977-58.0% |
| Admin fee / account holder | $1,373 | $17,628-92.2% | $14,905-90.8% | $19,030-92.8% |