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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 | $25,076 | $95,404-73.7% | $113,397-77.9% | $82,637-69.7% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.5%+15.3pp | 68.1%+23.7pp |
| Annual return | 113.37% | 19.08%+94.3pp | 23.20%+90.2pp | 53.51%+59.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,940 | $4,220+111.9% | $5,076+76.1% | $4,126+116.7% |
| Admin fee / account holder | $4,622 | $9,168-49.6% | $11,957-61.3% | $7,339-37.0% |