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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 | $20,073 | $106,524-81.2% | $152,301-86.8% | $87,485-77.1% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.4%+11.0pp | 68.9%+24.5pp |
| Annual return | 123.92% | 26.89%+97.0pp | 80.50%+43.4pp | 26.06%+97.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,007 | $6,525+22.7% | $8,0040% | $4,274+87.4% |
| Admin fee / account holder | $972 | $8,287-88.3% | $14,398-93.3% | $7,775-87.5% |