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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 | $21,853 | $67,602-67.7% | $82,312-73.5% | $70,126-68.8% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 18.13% | 21.57%-3.4pp | 25.88%-7.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $268 | $1,755-84.7% | $2,428-88.9% | $2,343-88.5% |
| Participant deferral / active EE | $2,976 | $2,987-0.4% | $3,706-19.7% | $3,332-10.7% |
| Admin fee / account holder | $3,278 | $4,512-27.3% | $5,608-41.6% | $4,645-29.4% |