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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 | $17,702 | $162,821-89.1% | $133,978-86.8% | $158,982-88.9% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 11.14% | 41.95%-30.8pp | 45.10%-34.0pp | 302.99%-291.9pp |
| Employer contribution / active EE | $721 | $4,976-85.5% | $3,919-81.6% | $4,763-84.9% |
| Participant deferral / active EE | $4,442 | $5,910-24.8% | $5,047-12.0% | $5,983-25.8% |
| Admin fee / account holder | $1,709 | $11,742-85.4% | $8,930-80.9% | $11,252-84.8% |