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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 | $17,346 | $88,672-80.4% | $105,223-83.5% | $82,448-79.0% |
| Participation rate | 94.1% | 67.9%+26.2pp | 75.0%+19.1pp | 68.1%+26.0pp |
| Annual return | 13.13% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $459 | $3,048-84.9% | $3,689-87.6% | $2,551-82.0% |
| Participant deferral / active EE | $2,005 | $4,036-50.3% | $5,072-60.5% | $4,139-51.6% |
| Admin fee / account holder | $2,747 | $7,146-61.6% | $8,859-69.0% | $7,234-62.0% |