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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 | $12,662 | $181,062-93.0% | $158,223-92.0% | $155,188-91.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 19.26% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.6pp |
| Employer contribution / active EE | $88 | $4,565-98.1% | $4,109-97.9% | $4,248-97.9% |
| Participant deferral / active EE | $5,196 | $6,134-15.3% | $5,467-5.0% | $6,531-20.4% |
| Admin fee / account holder | $1,433 | $18,825-92.4% | $16,047-91.1% | $14,480-90.1% |