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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 | $22,877 | $143,969-84.1% | $199,883-88.6% | $82,637-72.3% |
| Participation rate | 77.8% | 84.1%-6.4pp | 86.8%-9.0pp | 68.1%+9.7pp |
| Annual return | 118.15% | 25.67%+92.5pp | 43.81%+74.3pp | 53.51%+64.6pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,187 | $6,937-25.2% | $9,138-43.2% | $4,126+25.7% |
| Admin fee / account holder | $1,741 | $14,597-88.1% | $17,268-89.9% | $7,339-76.3% |