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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 | $32,745 | $95,453-65.7% | $112,040-70.8% | $82,448-60.3% |
| Participation rate | 87.7% | 72.8%+15.0pp | 76.5%+11.2pp | 68.1%+19.7pp |
| Annual return | 19.73% | 23.92%-4.2pp | 24.52%-4.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $473 | $2,318-79.6% | $2,954-84.0% | $2,551-81.5% |
| Participant deferral / active EE | $3,611 | $4,224-14.5% | $5,098-29.2% | $4,139-12.8% |
| Admin fee / account holder | $2,868 | $9,013-68.2% | $12,098-76.3% | $7,234-60.4% |