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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 | $21,936 | $178,174-87.7% | $156,181-86.0% | $137,256-84.0% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 15.87% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,701 | $6,888-46.3% | $6,132-39.6% | $6,407-42.2% |
| Admin fee / account holder | $3,540 | $17,404-79.7% | $14,586-75.7% | $12,270-71.1% |