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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 | $19,201 | $73,009-73.7% | $90,760-78.8% | $68,486-72.0% |
| Participation rate | 95.9% | 70.8%+25.1pp | 75.7%+20.2pp | 67.9%+28.0pp |
| Annual return | 45.65% | -13.81%+59.5pp | -12.16%+57.8pp | -7.85%+53.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,138 | $3,626+234.7% | $4,565+165.9% | $4,028+201.4% |
| Admin fee / account holder | $501 | $5,896-91.5% | $8,444-94.1% | $5,404-90.7% |