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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 | $15,376 | $146,267-89.5% | $197,124-92.2% | $82,448-81.4% |
| Participation rate | 76.2% | 84.0%-7.8pp | 86.7%-10.5pp | 68.1%+8.1pp |
| Annual return | 32.08% | 29.61%+2.5pp | 44.34%-12.3pp | 41.64%-9.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,730 | $7,035-4.3% | $9,135-26.3% | $4,139+62.6% |
| Admin fee / account holder | $831 | $14,422-94.2% | $16,298-94.9% | $7,234-88.5% |