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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 | $143,969-86.3% | $199,883-90.1% | $82,637-76.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 86.8%+0.7pp | 68.1%+19.4pp |
| Annual return | 220.67% | 25.67%+195.0pp | 43.81%+176.9pp | 53.51%+167.2pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,068 | $6,937-12.5% | $9,138-33.6% | $4,126+47.1% |
| Admin fee / account holder | $730 | $14,597-95.0% | $17,268-95.8% | $7,339-90.1% |