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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 | $23,121 | $138,386-83.3% | $184,260-87.5% | $80,935-71.4% |
| Participation rate | 70.7% | 83.9%-13.2pp | 86.8%-16.2pp | 67.7%+3.0pp |
| Annual return | 68.69% | 20.02%+48.7pp | 28.84%+39.8pp | 35.66%+33.0pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,414 | $7,076+4.8% | $9,133-18.8% | $4,299+72.4% |
| Admin fee / account holder | $1,111 | $10,489-89.4% | $13,898-92.0% | $6,924-84.0% |