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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 | $106,524-81.6% | $152,301-87.1% | $87,485-77.6% |
| Participation rate | 88.1% | 75.8%+12.4pp | 82.4%+5.7pp | 68.9%+19.2pp |
| Annual return | 73.73% | 26.89%+46.8pp | 80.50%-6.8pp | 26.06%+47.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,748 | $6,525+18.7% | $8,004-3.2% | $4,274+81.3% |
| Admin fee / account holder | $2,918 | $8,287-64.8% | $14,398-79.7% | $7,775-62.5% |