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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 | $17,842 | $157,304-88.7% | $141,197-87.4% | $152,909-88.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 30.17% | 64.34%-34.2pp | 71.41%-41.2pp | 345.46%-315.3pp |
| Employer contribution / active EE | $620 | $5,263-88.2% | $4,736-86.9% | $4,764-87.0% |
| Participant deferral / active EE | $3,880 | $7,111-45.4% | $6,710-42.2% | $5,851-33.7% |
| Admin fee / account holder | $2,080 | $12,126-82.9% | $10,265-79.7% | $11,601-82.1% |