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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 | $20,965 | $201,370-89.6% | $184,256-88.6% | $145,897-85.6% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 19.92% | 29.05%-9.1pp | 28.85%-8.9pp | 552.29%-532.4pp |
| Employer contribution / active EE | $827 | $7,024-88.2% | $6,427-87.1% | $4,663-82.3% |
| Participant deferral / active EE | $3,692 | $9,808-62.4% | $9,133-59.6% | $6,689-44.8% |
| Admin fee / account holder | $9,198 | $16,364-43.8% | $13,899-33.8% | $13,390-31.3% |