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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 | $21,050 | $145,431-85.5% | $211,142-90.0% | $87,485-75.9% |
| Participation rate | 82.8% | 84.7%-2.0pp | 87.3%-4.5pp | 68.9%+13.8pp |
| Annual return | 41.79% | 27.21%+14.6pp | 46.84%-5.0pp | 26.06%+15.7pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,119 | $6,859+62.1% | $9,284+19.8% | $4,274+160.2% |
| Admin fee / account holder | $4,012 | $17,052-76.5% | $19,076-79.0% | $7,775-48.4% |