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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 | $10,747 | $106,864-89.9% | $147,318-92.7% | $82,637-87.0% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.1%+8.6pp | 68.1%+22.6pp |
| Annual return | 20.75% | 27.49%-6.7pp | 70.43%-49.7pp | 53.51%-32.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,917 | $6,496-24.3% | $7,906-37.8% | $4,126+19.2% |
| Admin fee / account holder | $1,231 | $8,415-85.4% | $13,708-91.0% | $7,339-83.2% |