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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 | $25,906 | $196,972-86.8% | $182,262-85.8% | $198,609-87.0% |
| Participation rate | 95.2% | 85.7%+9.5pp | 84.2%+11.0pp | 82.4%+12.9pp |
| Annual return | 149.70% | 158.27%-8.6pp | 140.60%+9.1pp | 202.70%-53.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,815 | $8,643+25.1% | $8,276+30.7% | $6,977+55.0% |
| Admin fee / account holder | $576 | $18,429-96.9% | $16,712-96.6% | $19,030-97.0% |