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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 | $43,142 | $275,752-84.4% | $256,809-83.2% | $198,609-78.3% |
| Participation rate | 84.6% | 89.2%-4.6pp | 88.5%-3.9pp | 82.4%+2.2pp |
| Annual return | 97.83% | 34.81%+63.0pp | 32.73%+65.1pp | 202.70%-104.9pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,572 | $10,037-4.6% | $9,520+0.5% | $6,977+37.2% |
| Admin fee / account holder | $411 | $25,716-98.4% | $25,146-98.4% | $19,030-97.8% |