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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 | $17,809 | $102,429-82.6% | $147,096-87.9% | $80,925-78.0% |
| Participation rate | 86.2% | 75.9%+10.3pp | 82.2%+4.0pp | 67.7%+18.5pp |
| Annual return | 23.75% | 135.02%-111.3pp | 419.75%-396.0pp | 35.65%-11.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,606 | $6,649+104.7% | $8,071+68.6% | $4,299+216.5% |
| Admin fee / account holder | $2,536 | $7,957-68.1% | $13,005-80.5% | $6,940-63.5% |