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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 | $9,669 | $226,090-95.7% | $182,531-94.7% | $152,885-93.7% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.5%-9.7pp |
| Annual return | 21.57% | 192.57%-171.0pp | 148.57%-127.0pp | 345.39%-323.8pp |
| Employer contribution / active EE | $368 | $4,978-92.6% | $4,075-91.0% | $4,763-92.3% |
| Participant deferral / active EE | $1,603 | $6,369-74.8% | $5,525-71.0% | $5,851-72.6% |
| Admin fee / account holder | $3,479 | $10,705-67.5% | $8,593-59.5% | $11,598-70.0% |