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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 | $12,852 | $106,749-88.0% | $145,433-91.2% | $82,448-84.4% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 134.41% | 27.59%+106.8pp | 66.58%+67.8pp | 41.64%+92.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,380 | $6,519+13.2% | $7,897-6.6% | $4,139+78.3% |
| Admin fee / account holder | $1,134 | $8,390-86.5% | $13,129-91.4% | $7,234-84.3% |