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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 | $14,715 | $176,105-91.6% | $159,474-90.8% | $167,536-91.2% |
| Participation rate | 70.6% | 85.0%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 20.13% | 331.91%-311.8pp | 263.68%-243.5pp | 478.82%-458.7pp |
| Employer contribution / active EE | $723 | $5,299-86.3% | $4,831-85.0% | $4,839-85.1% |
| Participant deferral / active EE | $5,614 | $7,751-27.6% | $7,353-23.7% | $6,342-11.5% |
| Admin fee / account holder | $565 | $12,559-95.5% | $10,802-94.8% | $12,315-95.4% |