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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 | $99,823-86.0% | $122,979-88.6% | $65,191-78.6% |
| Participation rate | 78.5% | 80.1%-1.6pp | 77.2%+1.3pp | 63.0%+15.5pp |
| Annual return | 142.67% | 13.47%+129.2pp | 20.12%+122.6pp | 51.24%+91.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $3,062-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $4,326 | $4,328-0.1% | $5,003-13.5% | $2,671+61.9% |
| Admin fee / account holder | $514 | $325+58.1% | $12,864-96.0% | $907-43.3% |