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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 | $17,990 | $107,421-83.3% | $182,262-90.1% | $94,015-80.9% |
| Participation rate | 91.3% | 77.8%+13.5pp | 84.2%+7.1pp | 70.8%+20.5pp |
| Annual return | 21.79% | 21.32%+0.5pp | 140.60%-118.8pp | 17.84%+3.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,030 | $6,558-23.3% | $8,276-39.2% | $4,249+18.4% |
| Admin fee / account holder | $1,251 | $8,692-85.6% | $16,712-92.5% | $8,951-86.0% |