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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 | $16,880 | $81,457-79.3% | $103,378-83.7% | $80,911-79.1% |
| Participation rate | 95.3% | 66.8%+28.4pp | 74.5%+20.8pp | 67.6%+27.6pp |
| Annual return | 12.42% | 25.58%-13.2pp | 24.91%-12.5pp | 35.63%-23.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,783 | $3,871-28.1% | $5,058-45.0% | $4,297-35.2% |
| Admin fee / account holder | $2,062 | $6,717-69.3% | $8,401-75.5% | $6,935-70.3% |