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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 | $13,969 | $100,061-86.0% | $120,344-88.4% | $64,728-78.4% |
| Participation rate | 78.5% | 79.8%-1.3pp | 76.7%+1.8pp | 57.9%+20.6pp |
| Annual return | 142.67% | 16.53%+126.1pp | 20.30%+122.4pp | 49.38%+93.3pp |
| Employer contribution / active EE | $0 | $3,112-100.0% | $3,020-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $4,326 | $4,955-12.7% | $5,135-15.8% | $2,729+58.5% |
| Admin fee / account holder | $514 | $428+20.0% | $12,742-96.0% | $1,145-55.1% |