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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 | $21,622 | $76,834-71.9% | $108,359-80.0% | $87,485-75.3% |
| Participation rate | 77.4% | 61.7%+15.6pp | 70.1%+7.2pp | 68.9%+8.4pp |
| Annual return | 16.48% | 19.09%-2.6pp | 36.89%-20.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,637 | $3,100+49.6% | $4,137+12.1% | $4,274+8.5% |
| Admin fee / account holder | $8,288 | $6,537+26.8% | $9,741-14.9% | $7,775+6.6% |