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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 | $22,209 | $106,749-79.2% | $145,433-84.7% | $82,448-73.1% |
| Participation rate | 82.5% | 75.6%+6.9pp | 82.1%+0.4pp | 68.1%+14.4pp |
| Annual return | 60.88% | 27.59%+33.3pp | 66.58%-5.7pp | 41.64%+19.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,748 | $6,519+34.2% | $7,897+10.8% | $4,139+111.3% |
| Admin fee / account holder | $2,070 | $8,390-75.3% | $13,129-84.2% | $7,234-71.4% |