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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 | $8,719 | $152,592-94.3% | $125,180-93.0% | $152,885-94.3% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 15.48% | 54.84%-39.4pp | 43.79%-28.3pp | 345.39%-329.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,019 | $5,868-48.5% | $4,937-38.8% | $5,851-48.4% |
| Admin fee / account holder | $17,649 | $13,435+31.4% | $9,703+81.9% | $11,598+52.2% |