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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 | $18,988 | $93,617-79.7% | $135,982-86.0% | $75,177-74.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 42.89% | 30.89%+12.0pp | 68.32%-25.4pp | 160.75%-117.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,483 | $6,406+48.0% | $7,760+22.2% | $4,126+129.8% |
| Admin fee / account holder | $1,065 | $6,980-84.7% | $10,767-90.1% | $5,651-81.2% |