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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 | $18,844 | $196,972-90.4% | $182,262-89.7% | $198,609-90.5% |
| Participation rate | 95.7% | 85.7%+10.0pp | 84.2%+11.4pp | 82.4%+13.3pp |
| Annual return | 21.20% | 158.27%-137.1pp | 140.60%-119.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,063 | $8,643+16.4% | $8,276+21.6% | $6,977+44.2% |
| Admin fee / account holder | $3,500 | $18,429-81.0% | $16,712-79.1% | $19,030-81.6% |