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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 | $19,961 | $93,617-78.7% | $135,982-85.3% | $75,177-73.4% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.9pp | 67.2%+15.6pp |
| Annual return | 179.96% | 30.89%+149.1pp | 68.32%+111.6pp | 160.75%+19.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,487 | $6,406+63.7% | $7,760+35.1% | $4,126+154.1% |
| Admin fee / account holder | $2,102 | $6,980-69.9% | $10,767-80.5% | $5,651-62.8% |