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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 | $22,096 | $94,031-76.5% | $115,768-80.9% | $82,448-73.2% |
| Participation rate | 96.7% | 70.4%+26.3pp | 74.4%+22.3pp | 68.1%+28.7pp |
| Annual return | 31.11% | 20.61%+10.5pp | 100.46%-69.4pp | 41.64%-10.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,113 | $3,972+104.3% | $4,917+65.0% | $4,139+96.0% |
| Admin fee / account holder | $4,436 | $10,249-56.7% | $12,439-64.3% | $7,234-38.7% |