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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 | $19,941 | $79,955-75.1% | $98,461-79.7% | $75,173-73.5% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.4pp | 67.2%+29.3pp |
| Annual return | 70.22% | 19.75%+50.5pp | 21.17%+49.0pp | 160.72%-90.5pp |
| Employer contribution / active EE | $1 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,946 | $3,752+165.0% | $4,738+109.9% | $4,126+141.0% |
| Admin fee / account holder | $3,898 | $6,841-43.0% | $8,961-56.5% | $5,651-31.0% |