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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 | $13,512 | $159,978-91.6% | $147,041-90.8% | $145,978-90.7% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 20.15% | 98.36%-78.2pp | 419.21%-399.1pp | 550.52%-530.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,617 | $8,429-33.4% | $8,071-30.4% | $6,690-16.0% |
| Admin fee / account holder | $615 | $15,053-95.9% | $13,006-95.3% | $13,400-95.4% |