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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 | $22,532 | $106,524-78.8% | $152,301-85.2% | $87,485-74.2% |
| Participation rate | 91.0% | 75.8%+15.3pp | 82.4%+8.6pp | 68.9%+22.1pp |
| Annual return | 46.25% | 26.89%+19.4pp | 80.50%-34.2pp | 26.06%+20.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,359 | $6,525+135.4% | $8,004+91.9% | $4,274+259.4% |
| Admin fee / account holder | $7,396 | $8,287-10.7% | $14,398-48.6% | $7,775-4.9% |