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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 | $16,630 | $175,231-90.5% | $149,696-88.9% | $139,466-88.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.84% | 166.77%-147.9pp | 134.46%-115.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $781 | $5,478-85.7% | $4,821-83.8% | $4,754-83.6% |
| Participant deferral / active EE | $2,878 | $6,521-55.9% | $5,682-49.3% | $6,712-57.1% |
| Admin fee / account holder | $1,021 | $16,155-93.7% | $13,212-92.3% | $11,409-91.1% |