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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 | $21,230 | $106,749-80.1% | $145,433-85.4% | $82,448-74.3% |
| Participation rate | 82.2% | 75.6%+6.6pp | 82.1%+0.1pp | 68.1%+14.2pp |
| Annual return | 126.75% | 27.59%+99.2pp | 66.58%+60.2pp | 41.64%+85.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,705 | $6,519+94.9% | $7,897+60.9% | $4,139+206.9% |
| Admin fee / account holder | $5,034 | $8,390-40.0% | $13,129-61.7% | $7,234-30.4% |