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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 | $27,782 | $185,141-85.0% | $153,416-81.9% | $155,188-82.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 14.70% | 18.72%-4.0pp | 17.84%-3.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $24,336 | $5,477+344.3% | $4,723+415.2% | $6,531+272.6% |
| Admin fee / account holder | $18,376 | $16,005+14.8% | $13,095+40.3% | $14,480+26.9% |