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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 | $5,013 | $202,460-97.5% | $169,385-97.0% | $139,456-96.4% |
| Participation rate | 78.6% | 81.1%-2.5pp | 77.2%+1.4pp | 80.3%-1.8pp |
| Annual return | 17.55% | 532.07%-514.5pp | 405.82%-388.3pp | 373.45%-355.9pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,740 | $6,938-60.5% | $6,221-56.0% | $6,711-59.2% |
| Admin fee / account holder | $1,082 | $10,719-89.9% | $9,011-88.0% | $11,407-90.5% |