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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 | $9,825 | $151,427-93.5% | $112,860-91.3% | $154,746-93.7% |
| Participation rate | 81.8% | 69.1%+12.7pp | 66.3%+15.5pp | 80.7%+1.1pp |
| Annual return | 17.38% | 30.95%-13.6pp | 35.26%-17.9pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,306 | $4,285+0.5% | $3,493+23.3% | $6,730-36.0% |
| Admin fee / account holder | $5,361 | $7,369-27.2% | $6,841-21.6% | $14,365-62.7% |