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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 | $11,280 | $185,883-93.9% | $170,043-93.4% | $139,466-91.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 13.20% | 60.54%-47.3pp | 53.40%-40.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $817 | $7,596-89.2% | $6,790-88.0% | $4,754-82.8% |
| Participant deferral / active EE | $3,426 | $11,626-70.5% | $10,410-67.1% | $6,712-49.0% |
| Admin fee / account holder | $586 | $15,393-96.2% | $12,824-95.4% | $11,409-94.9% |