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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 | $22,713 | $106,524-78.7% | $152,301-85.1% | $87,485-74.0% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 19.55% | 26.89%-7.3pp | 80.50%-61.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,895 | $6,525-9.7% | $8,004-26.3% | $4,274+37.9% |
| Admin fee / account holder | $1,846 | $8,287-77.7% | $14,398-87.2% | $7,775-76.3% |