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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 | $17,214 | $126,661-86.4% | $113,397-84.8% | $138,895-87.6% |
| Participation rate | 73.7% | 79.4%-5.8pp | 76.5%-2.8pp | 79.9%-6.2pp |
| Annual return | 37.99% | 25.05%+12.9pp | 23.20%+14.8pp | 145.39%-107.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,150 | $5,693+60.7% | $5,076+80.2% | $6,396+43.1% |
| Admin fee / account holder | $1,659 | $14,549-88.6% | $11,957-86.1% | $12,562-86.8% |