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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 | $15,883 | $91,559-82.7% | $133,971-88.1% | $79,852-80.1% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.7pp |
| Annual return | 39.66% | 61.85%-22.2pp | 45.09%-5.4pp | 31.72%+7.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,715 | $3,734+106.6% | $5,047+52.9% | $3,740+106.3% |
| Admin fee / account holder | $6,870 | $6,321+8.7% | $8,929-23.1% | $5,306+29.5% |