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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 | $17,259 | $197,625-91.3% | $177,840-90.3% | $158,966-89.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 21.53% | 58.76%-37.2pp | 48.32%-26.8pp | 302.95%-281.4pp |
| Employer contribution / active EE | $755 | $6,698-88.7% | $5,919-87.2% | $4,762-84.2% |
| Participant deferral / active EE | $5,542 | $8,405-34.1% | $7,714-28.2% | $5,983-7.4% |
| Admin fee / account holder | $856 | $15,405-94.4% | $12,431-93.1% | $11,250-92.4% |