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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 | $18,693 | $106,749-82.5% | $145,433-87.1% | $82,448-77.3% |
| Participation rate | 97.3% | 75.6%+21.6pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 37.01% | 27.59%+9.4pp | 66.58%-29.6pp | 41.64%-4.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,313 | $6,519+27.5% | $7,897+5.3% | $4,139+100.8% |
| Admin fee / account holder | $965 | $8,390-88.5% | $13,129-92.6% | $7,234-86.7% |