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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 | $18,445 | $94,436-80.5% | $115,599-84.0% | $82,637-77.7% |
| Participation rate | 87.2% | 70.4%+16.8pp | 74.3%+12.9pp | 68.1%+19.1pp |
| Annual return | 14.89% | 18.37%-3.5pp | 111.10%-96.2pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,721 | $3,955-31.2% | $4,889-44.4% | $4,126-34.1% |
| Admin fee / account holder | $2,235 | $10,328-78.4% | $12,841-82.6% | $7,339-69.5% |