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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 | $97,550-74.3% | $120,344-79.2% | $87,485-71.3% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.7%+15.1pp | 68.9%+22.8pp |
| Annual return | 113.37% | 18.41%+95.0pp | 20.30%+93.1pp | 26.06%+87.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,940 | $4,230+111.4% | $5,135+74.1% | $4,274+109.2% |
| Admin fee / account holder | $4,622 | $9,543-51.6% | $12,742-63.7% | $7,775-40.5% |