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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 | $19,729 | $142,972-86.2% | $214,702-90.8% | $86,983-77.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 87.5%0pp | 69.5%+18.0pp |
| Annual return | 220.67% | 18.49%+202.2pp | 54.55%+166.1pp | 25.83%+194.8pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,068 | $6,568-7.6% | $9,147-33.7% | $4,194+44.7% |
| Admin fee / account holder | $730 | $17,617-95.9% | $19,830-96.3% | $7,856-90.7% |