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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 | $22,428 | $83,061-73.0% | $126,068-82.2% | $94,015-76.1% |
| Participation rate | 78.6% | 81.2%-2.6pp | 84.7%-6.1pp | 70.8%+7.8pp |
| Annual return | 51.41% | 20.41%+31.0pp | 15.01%+36.4pp | 17.84%+33.6pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,705 | $7,042+52.0% | $8,214+30.3% | $4,249+151.9% |
| Admin fee / account holder | $8,162 | $7,208+13.2% | $18,264-55.3% | $8,951-8.8% |