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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 | $99,875-80.4% | $146,866-86.6% | $86,983-77.4% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 73.73% | 28.10%+45.6pp | 102.85%-29.1pp | 25.83%+47.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,748 | $6,322+22.6% | $7,759-0.1% | $4,194+84.8% |
| Admin fee / account holder | $2,918 | $7,838-62.8% | $13,620-78.6% | $7,856-62.9% |