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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 | $17,946 | $106,749-83.2% | $145,433-87.7% | $82,448-78.2% |
| Participation rate | 96.2% | 75.6%+20.6pp | 82.1%+14.1pp | 68.1%+28.2pp |
| Annual return | 143.88% | 27.59%+116.3pp | 66.58%+77.3pp | 41.64%+102.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,917 | $6,519+36.8% | $7,897+12.9% | $4,139+115.4% |
| Admin fee / account holder | $10,674 | $8,390+27.2% | $13,129-18.7% | $7,234+47.5% |