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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 | $18,181 | $77,358-76.5% | $102,184-82.2% | $87,485-79.2% |
| Participation rate | 82.9% | 78.7%+4.2pp | 82.6%+0.3pp | 68.9%+13.9pp |
| Annual return | 114.96% | 41.11%+73.9pp | 31.58%+83.4pp | 26.06%+88.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,518 | $6,753+11.3% | $8,309-9.5% | $4,274+75.9% |
| Admin fee / account holder | $958 | $6,809-85.9% | $11,609-91.7% | $7,775-87.7% |