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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 | $20,279 | $135,905-85.1% | $126,068-83.9% | $198,609-89.8% |
| Participation rate | 87.5% | 85.6%+1.9pp | 84.7%+2.8pp | 82.4%+5.1pp |
| Annual return | 21.99% | 14.07%+7.9pp | 15.01%+7.0pp | 202.70%-180.7pp |
| Employer contribution / active EE | $829 | $4,245-80.5% | $3,968-79.1% | $5,055-83.6% |
| Participant deferral / active EE | $5,109 | $8,523-40.1% | $8,214-37.8% | $6,977-26.8% |
| Admin fee / account holder | $1,250 | $21,036-94.1% | $18,264-93.2% | $19,030-93.4% |