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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 | $19,439 | $106,864-81.8% | $147,318-86.8% | $82,637-76.5% |
| Participation rate | 83.0% | 75.5%+7.5pp | 82.1%+0.9pp | 68.1%+14.9pp |
| Annual return | 55.59% | 27.49%+28.1pp | 70.43%-14.8pp | 53.51%+2.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,037 | $6,496+23.7% | $7,906+1.6% | $4,126+94.8% |
| Admin fee / account holder | $3,771 | $8,415-55.2% | $13,708-72.5% | $7,339-48.6% |