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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 | $24,831 | $185,883-86.6% | $170,043-85.4% | $139,466-82.2% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 20.64% | 60.54%-39.9pp | 53.40%-32.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $1,350 | $7,596-82.2% | $6,790-80.1% | $4,754-71.6% |
| Participant deferral / active EE | $3,238 | $11,626-72.2% | $10,410-68.9% | $6,712-51.8% |
| Admin fee / account holder | $3,053 | $15,393-80.2% | $12,824-76.2% | $11,409-73.2% |