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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 | $106,524-86.0% | $152,301-90.2% | $87,485-83.0% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.4%-0.4pp | 68.9%+13.1pp |
| Annual return | 165.73% | 26.89%+138.8pp | 80.50%+85.2pp | 26.06%+139.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,717 | $6,525+2.9% | $8,004-16.1% | $4,274+57.2% |
| Admin fee / account holder | $524 | $8,287-93.7% | $14,398-96.4% | $7,775-93.3% |