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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 | $22,654 | $107,421-78.9% | $182,262-87.6% | $94,015-75.9% |
| Participation rate | 82.8% | 77.8%+5.0pp | 84.2%-1.5pp | 70.8%+11.9pp |
| Annual return | 21.03% | 21.32%-0.3pp | 140.60%-119.6pp | 17.84%+3.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,443 | $6,558+59.2% | $8,276+26.2% | $4,249+145.7% |
| Admin fee / account holder | $5,068 | $8,692-41.7% | $16,712-69.7% | $8,951-43.4% |