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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 | $25,522 | $93,345-72.7% | $119,126-78.6% | $87,485-70.8% |
| Participation rate | 90.7% | 68.7%+22.0pp | 75.8%+15.0pp | 68.9%+21.8pp |
| Annual return | 13.71% | 19.08%-5.4pp | 282.11%-268.4pp | 26.06%-12.4pp |
| Employer contribution / active EE | $192 | $3,172-94.0% | $4,034-95.3% | $2,596-92.6% |
| Participant deferral / active EE | $1,817 | $4,099-55.7% | $5,318-65.8% | $4,274-57.5% |
| Admin fee / account holder | $1,085 | $8,039-86.5% | $10,693-89.9% | $7,775-86.0% |