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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 | $24,165 | $146,267-83.5% | $197,124-87.7% | $82,448-70.7% |
| Participation rate | 83.1% | 84.0%-0.9pp | 86.7%-3.6pp | 68.1%+15.0pp |
| Annual return | 70.39% | 29.61%+40.8pp | 44.34%+26.0pp | 41.64%+28.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,907 | $7,035+26.6% | $9,135-2.5% | $4,139+115.2% |
| Admin fee / account holder | $3,819 | $14,422-73.5% | $16,298-76.6% | $7,234-47.2% |