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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 | $25,438 | $196,972-87.1% | $182,262-86.0% | $198,609-87.2% |
| Participation rate | 94.1% | 85.7%+8.4pp | 84.2%+9.9pp | 82.4%+11.7pp |
| Annual return | 20.24% | 158.27%-138.0pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,073 | $8,643-29.7% | $8,276-26.6% | $6,977-13.0% |
| Admin fee / account holder | $872 | $18,429-95.3% | $16,712-94.8% | $19,030-95.4% |