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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 | $17,267 | $198,457-91.3% | $170,435-89.9% | $147,586-88.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 12.02% | 257.30%-245.3pp | 205.94%-193.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $1,162 | $6,183-81.2% | $5,432-78.6% | $4,876-76.2% |
| Participant deferral / active EE | $4,786 | $5,629-15.0% | $4,939-3.1% | $5,439-12.0% |
| Admin fee / account holder | $401 | $16,852-97.6% | $13,881-97.1% | $10,886-96.3% |