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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 | $21,810 | $209,336-89.6% | $197,124-88.9% | $137,256-84.1% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 19.78% | 48.09%-28.3pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | -$47 | $6,591-100.7% | $6,227-100.8% | $4,156-101.1% |
| Participant deferral / active EE | $4,632 | $9,614-51.8% | $9,135-49.3% | $6,407-27.7% |
| Admin fee / account holder | $1,666 | $17,308-90.4% | $16,298-89.8% | $12,270-86.4% |