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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 | $16,854 | $103,393-83.7% | $87,103-80.7% | $152,909-89.0% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.9%+5.5pp | 82.5%-0.1pp |
| Annual return | 20.50% | 28.10%-7.6pp | 28.19%-7.7pp | 345.46%-325.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,569 | $4,778-25.3% | $4,049-11.8% | $5,851-39.0% |
| Admin fee / account holder | $7,107 | $12,195-41.7% | $7,491-5.1% | $11,601-38.7% |