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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 | $22,953 | $106,524-78.5% | $152,301-84.9% | $87,485-73.8% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 58.63% | 26.89%+31.7pp | 80.50%-21.9pp | 26.06%+32.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,132 | $6,525+85.9% | $8,004+51.6% | $4,274+183.9% |
| Admin fee / account holder | $3,542 | $8,287-57.3% | $14,398-75.4% | $7,775-54.4% |