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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 | $16,938 | $145,431-88.4% | $211,142-92.0% | $87,485-80.6% |
| Participation rate | 86.6% | 84.7%+1.8pp | 87.3%-0.7pp | 68.9%+17.7pp |
| Annual return | 161.25% | 27.21%+134.0pp | 46.84%+114.4pp | 26.06%+135.2pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,047 | $6,859-26.4% | $9,284-45.6% | $4,274+18.1% |
| Admin fee / account holder | $461 | $17,052-97.3% | $19,076-97.6% | $7,775-94.1% |