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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 | $20,739 | $177,353-88.3% | $158,226-86.9% | $198,609-89.6% |
| Participation rate | 90.0% | 77.0%+13.0pp | 74.8%+15.2pp | 82.4%+7.6pp |
| Annual return | 15.98% | 599.50%-583.5pp | 501.41%-485.4pp | 202.70%-186.7pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,527 | $4,615+63.1% | $4,317+74.4% | $6,977+7.9% |
| Admin fee / account holder | $4,398 | $10,960-59.9% | $10,217-57.0% | $19,030-76.9% |