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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 | $142,972-84.0% | $214,702-89.3% | $86,983-73.7% |
| Participation rate | 77.8% | 84.9%-7.1pp | 87.5%-9.7pp | 69.5%+8.2pp |
| Annual return | 118.15% | 18.49%+99.7pp | 54.55%+63.6pp | 25.83%+92.3pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,187 | $6,568-21.0% | $9,147-43.3% | $4,194+23.7% |
| Admin fee / account holder | $1,741 | $17,617-90.1% | $19,830-91.2% | $7,856-77.8% |