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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 | $23,069 | $90,107-74.4% | $182,262-87.3% | $69,733-66.9% |
| Participation rate | 85.5% | 64.8%+20.6pp | 84.2%+1.2pp | 62.5%+23.0pp |
| Annual return | 23.27% | 95.58%-72.3pp | 140.60%-117.3pp | 15.22%+8.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $5,046-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $6,598 | $5,135+28.5% | $8,276-20.3% | $3,054+116.0% |
| Admin fee / account holder | $5,523 | $3,377+63.5% | $16,712-67.0% | $3,102+78.0% |