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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 | $8,492 | $124,213-93.2% | $118,106-92.8% | $154,746-94.5% |
| Participation rate | 90.0% | 83.6%+6.4pp | 81.9%+8.1pp | 80.7%+9.3pp |
| Annual return | 19.53% | 18.29%+1.2pp | 19.44%+0.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,603 | $6,859-62.1% | $6,619-60.7% | $6,730-61.3% |
| Admin fee / account holder | $409 | $9,627-95.8% | $8,973-95.4% | $14,365-97.2% |