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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 | $8,860 | $154,228-94.3% | $145,433-93.9% | $137,256-93.5% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 21.73% | 74.59%-52.9pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,277 | $8,216-23.6% | $7,897-20.5% | $6,407-2.0% |
| Admin fee / account holder | $953 | $14,344-93.4% | $13,129-92.7% | $12,270-92.2% |