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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 | $85,681 | $212,470-59.7% | $428,620-80.0% | $254,542-66.3% |
| Participation rate | 70.0% | 52.4%+17.6pp | 46.0%+24.0pp | 47.3%+22.7pp |
| Annual return | 14.88% | 21.43%-6.6pp | 20.73%-5.8pp | 12.16%+2.7pp |
| Employer contribution / active EE | $8,400 | $39,472-78.7% | $36,503-77.0% | $44,747-81.2% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $433 | $5,476-92.1% | $7,495-94.2% | $17,640-97.5% |