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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 | $18,256 | $123,000-85.2% | $105,582-82.7% | $198,609-90.8% |
| Participation rate | 73.3% | 76.8%-3.4pp | 71.8%+1.6pp | 82.4%-9.0pp |
| Annual return | 17.96% | 18.31%-0.3pp | 18.61%-0.7pp | 202.70%-184.7pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,238 | $5,013-15.4% | $4,353-2.6% | $6,977-39.3% |
| Admin fee / account holder | $863 | $16,254-94.7% | $12,856-93.3% | $19,030-95.5% |