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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 | $24,720 | $275,752-91.0% | $256,809-90.4% | $198,609-87.6% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 17.56% | 34.81%-17.2pp | 32.73%-15.2pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,343 | $7,721-82.6% | $7,263-81.5% | $5,055-73.4% |
| Participant deferral / active EE | $5,211 | $10,037-48.1% | $9,520-45.3% | $6,977-25.3% |
| Admin fee / account holder | $466 | $25,716-98.2% | $25,146-98.1% | $19,030-97.6% |