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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 | $22,868 | $138,366-83.5% | $184,185-87.6% | $80,911-71.7% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | 81.84% | 20.02%+61.8pp | 28.81%+53.0pp | 35.63%+46.2pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,681 | $7,074+22.7% | $9,132-4.9% | $4,297+102.0% |
| Admin fee / account holder | $1,200 | $10,484-88.6% | $13,909-91.4% | $6,935-82.7% |