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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 | $10,109 | $157,296-93.6% | $141,191-92.8% | $152,897-93.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 41.28% | 64.34%-23.1pp | 71.41%-30.1pp | 345.43%-304.2pp |
| Employer contribution / active EE | $867 | $5,262-83.5% | $4,736-81.7% | $4,764-81.8% |
| Participant deferral / active EE | $7,988 | $7,111+12.3% | $6,710+19.0% | $5,851+36.5% |
| Admin fee / account holder | $1,199 | $12,125-90.1% | $10,264-88.3% | $11,599-89.7% |