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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 | $14,524 | $78,520-81.5% | $96,576-85.0% | $82,448-82.4% |
| Participation rate | 86.5% | 77.7%+8.8pp | 81.4%+5.0pp | 68.1%+18.4pp |
| Annual return | 25.37% | 41.30%-15.9pp | 38.47%-13.1pp | 41.64%-16.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,542 | $6,754-3.1% | $7,956-17.8% | $4,139+58.1% |
| Admin fee / account holder | $962 | $13,455-92.8% | $11,381-91.5% | $7,234-86.7% |