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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 | $108,825-88.4% | $156,181-91.9% | $82,448-84.6% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 17.47% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,000 | $4,577-12.6% | $6,132-34.8% | $4,139-3.4% |
| Admin fee / account holder | $6,279 | $9,341-32.8% | $14,586-57.0% | $7,234-13.2% |