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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 | $24,689 | $275,752-91.0% | $256,809-90.4% | $198,609-87.6% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 17.87% | 34.81%-16.9pp | 32.73%-14.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,344 | $7,721-82.6% | $7,263-81.5% | $5,055-73.4% |
| Participant deferral / active EE | $5,274 | $10,037-47.5% | $9,520-44.6% | $6,977-24.4% |
| Admin fee / account holder | $4,761 | $25,716-81.5% | $25,146-81.1% | $19,030-75.0% |