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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 | $22,645 | $69,977-67.6% | $108,582-79.1% | $62,881-64.0% |
| Participation rate | 87.9% | 72.9%+15.0pp | 79.6%+8.4pp | 69.3%+18.6pp |
| Annual return | 7.41% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,331 | $3,165-26.4% | $4,311-45.9% | $3,203-27.2% |
| Admin fee / account holder | $373 | $5,076-92.6% | $7,645-95.1% | $4,296-91.3% |