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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 | $107,421-79.0% | $182,262-87.6% | $94,015-76.0% |
| Participation rate | 91.0% | 77.8%+13.3pp | 84.2%+6.8pp | 70.8%+20.2pp |
| Annual return | 46.25% | 21.32%+24.9pp | 140.60%-94.3pp | 17.84%+28.4pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $15,359 | $6,558+134.2% | $8,276+85.6% | $4,249+261.4% |
| Admin fee / account holder | $7,396 | $8,692-14.9% | $16,712-55.7% | $8,951-17.4% |