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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 | $11,526 | $226,105-94.9% | $182,540-93.7% | $152,897-92.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 24.37% | 192.58%-168.2pp | 148.58%-124.2pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,300 | $6,370-48.2% | $5,525-40.3% | $5,851-43.6% |
| Admin fee / account holder | $688 | $10,706-93.6% | $8,593-92.0% | $11,599-94.1% |