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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 | $14,862 | $106,749-86.1% | $145,433-89.8% | $82,448-82.0% |
| Participation rate | 82.1% | 75.6%+6.4pp | 82.1%-0.1pp | 68.1%+14.0pp |
| Annual return | 165.73% | 27.59%+138.1pp | 66.58%+99.2pp | 41.64%+124.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,717 | $6,519+3.0% | $7,897-14.9% | $4,139+62.3% |
| Admin fee / account holder | $524 | $8,390-93.8% | $13,129-96.0% | $7,234-92.8% |