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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 | $29,845 | $199,109-85.0% | $173,730-82.8% | $154,746-80.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.76% | 20.02%-7.3pp | 19.96%-7.2pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,532 | $7,113+5.9% | $6,326+19.1% | $6,730+11.9% |
| Admin fee / account holder | $8,554 | $20,916-59.1% | $17,523-51.2% | $14,365-40.5% |