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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 | $12,678 | $114,712-88.9% | $173,730-92.7% | $87,485-85.5% |
| Participation rate | 80.8% | 73.0%+7.8pp | 79.6%+1.2pp | 68.9%+11.8pp |
| Annual return | 17.47% | 20.18%-2.7pp | 19.96%-2.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,000 | $4,642-13.8% | $6,326-36.8% | $4,274-6.4% |
| Admin fee / account holder | $6,279 | $10,210-38.5% | $17,523-64.2% | $7,775-19.2% |