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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 | $18,787 | $99,875-81.2% | $146,866-87.2% | $86,983-78.4% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.5%-3.3pp | 69.5%+9.6pp |
| Annual return | 76.90% | 28.10%+48.8pp | 102.85%-25.9pp | 25.83%+51.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,500 | $6,322-13.0% | $7,759-29.1% | $4,194+31.1% |
| Admin fee / account holder | $895 | $7,838-88.6% | $13,620-93.4% | $7,856-88.6% |