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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 | $17,277 | $215,361-92.0% | $171,082-89.9% | $273,972-93.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 13.03% | 25.14%-12.1pp | 32.56%-19.5pp | 41.46%-28.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,264 | $5,543+31.0% | $4,797+51.4% | $5,287+37.4% |
| Admin fee / account holder | $338 | $10,846-96.9% | $8,520-96.0% | $10,133-96.7% |