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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 | $8,610 | $63,365-86.4% | $91,994-90.6% | $72,975-88.2% |
| Participation rate | 92.1% | 72.5%+19.6pp | 78.6%+13.5pp | 69.5%+22.6pp |
| Annual return | 28.94% | 35.35%-6.4pp | 69.04%-40.1pp | 81.01%-52.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,003 | $4,883+63.9% | $5,924+35.1% | $3,608+121.8% |
| Admin fee / account holder | $2,328 | $4,670-50.2% | $7,744-69.9% | $5,124-54.6% |