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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 | $12,045 | $78,428-84.6% | $95,960-87.4% | $79,852-84.9% |
| Participation rate | 75.8% | 73.5%+2.3pp | 77.1%-1.3pp | 69.6%+6.1pp |
| Annual return | 23.57% | 19.37%+4.2pp | 91.63%-68.1pp | 31.72%-8.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,960 | $3,440-14.0% | $4,167-29.0% | $3,740-20.9% |
| Admin fee / account holder | $428 | $5,622-92.4% | $6,797-93.7% | $5,306-91.9% |