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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 | $10,952 | $105,210-89.6% | $159,487-93.1% | $85,851-87.2% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.8%+9.1pp | 69.3%+22.6pp |
| Annual return | 16.15% | 45.08%-28.9pp | 263.71%-247.6pp | 318.63%-302.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,510 | $5,946-41.0% | $7,354-52.3% | $3,952-11.2% |
| Admin fee / account holder | $2,743 | $6,934-60.4% | $10,804-74.6% | $6,261-56.2% |