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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 | $95,453-73.7% | $112,040-77.6% | $82,448-69.6% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.5%+15.3pp | 68.1%+23.7pp |
| Annual return | 113.37% | 23.92%+89.5pp | 24.52%+88.9pp | 41.64%+71.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,940 | $4,224+111.7% | $5,098+75.4% | $4,139+116.0% |
| Admin fee / account holder | $4,622 | $9,013-48.7% | $12,098-61.8% | $7,234-36.1% |