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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 | $106,864-81.2% | $147,318-86.4% | $82,637-75.7% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.1%+11.4pp | 68.1%+25.4pp |
| Annual return | 123.92% | 27.49%+96.4pp | 70.43%+53.5pp | 53.51%+70.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,007 | $6,496+23.3% | $7,906+1.3% | $4,126+94.1% |
| Admin fee / account holder | $972 | $8,415-88.5% | $13,708-92.9% | $7,339-86.8% |