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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 | $23,730 | $197,625-88.0% | $177,840-86.7% | $158,966-85.1% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.7%-15.0pp | 82.0%-9.2pp |
| Annual return | 123.77% | 58.76%+65.0pp | 48.32%+75.4pp | 302.95%-179.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,545 | $8,405-10.2% | $7,714-2.2% | $5,983+26.1% |
| Admin fee / account holder | $764 | $15,405-95.0% | $12,431-93.9% | $11,250-93.2% |