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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 | $24,369 | $95,404-74.5% | $113,397-78.5% | $82,637-70.5% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.1pp |
| Annual return | 16.30% | 19.08%-2.8pp | 23.20%-6.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,004 | $4,220-28.8% | $5,076-40.8% | $4,126-27.2% |
| Admin fee / account holder | $2,195 | $9,168-76.1% | $11,957-81.6% | $7,339-70.1% |