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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 | $13,844 | $93,598-85.2% | $135,974-89.8% | $75,173-81.6% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 15.93% | 30.89%-15.0pp | 68.30%-52.4pp | 160.72%-144.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,454 | $6,405-30.5% | $7,760-42.6% | $4,126+7.9% |
| Admin fee / account holder | $3,192 | $6,978-54.3% | $10,767-70.4% | $5,651-43.5% |