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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 | $28,112 | $123,478-77.2% | $216,567-87.0% | $94,015-70.1% |
| Participation rate | 82.9% | 75.1%+7.7pp | 81.6%+1.2pp | 70.8%+12.0pp |
| Annual return | 19.13% | 23.61%-4.5pp | 12.94%+6.2pp | 17.84%+1.3pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,249 | $4,556-28.7% | $6,191-47.5% | $4,249-23.6% |
| Admin fee / account holder | $548 | $12,753-95.7% | $21,981-97.5% | $8,951-93.9% |