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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 | $19,620 | $106,864-81.6% | $147,318-86.7% | $82,637-76.3% |
| Participation rate | 88.1% | 75.5%+12.6pp | 82.1%+6.1pp | 68.1%+20.1pp |
| Annual return | 73.73% | 27.49%+46.2pp | 70.43%+3.3pp | 53.51%+20.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,748 | $6,496+19.3% | $7,906-2.0% | $4,126+87.8% |
| Admin fee / account holder | $2,918 | $8,415-65.3% | $13,708-78.7% | $7,339-60.2% |