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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 | $15,164 | $106,524-85.8% | $152,301-90.0% | $87,485-82.7% |
| Participation rate | 84.3% | 75.8%+8.6pp | 82.4%+1.9pp | 68.9%+15.4pp |
| Annual return | 101.96% | 26.89%+75.1pp | 80.50%+21.5pp | 26.06%+75.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,691 | $6,525-12.8% | $8,004-28.9% | $4,274+33.2% |
| Admin fee / account holder | $787 | $8,287-90.5% | $14,398-94.5% | $7,775-89.9% |