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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 | $14,116 | $183,516-92.3% | $155,534-90.9% | $145,884-90.3% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 11.69% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,706 | $6,467-58.1% | $5,630-51.9% | $6,690-59.5% |
| Admin fee / account holder | $9,204 | $19,293-52.3% | $15,900-42.1% | $13,392-31.3% |