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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 | $16,867 | $98,240-82.8% | $82,312-79.5% | $147,586-88.6% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 14.47% | 30.85%-16.4pp | 25.88%-11.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,542 | $4,383-64.8% | $3,706-58.4% | $5,439-71.7% |
| Admin fee / account holder | $583 | $8,563-93.2% | $5,608-89.6% | $10,886-94.6% |