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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 | $34,495 | $97,550-64.6% | $120,344-71.3% | $87,485-60.6% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.7%+3.3pp | 68.9%+11.1pp |
| Annual return | 18.38% | 18.41%0pp | 20.30%-1.9pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,591 | $4,230-15.1% | $5,135-30.1% | $4,274-16.0% |
| Admin fee / account holder | $1,957 | $9,543-79.5% | $12,742-84.6% | $7,775-74.8% |