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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 | $12,411 | $148,582-91.6% | $135,942-90.9% | $139,456-91.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.07% | 79.26%-61.2pp | 68.28%-50.2pp | 373.45%-355.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,061 | $8,101-25.2% | $7,759-21.9% | $6,711-9.7% |
| Admin fee / account holder | $3,151 | $12,402-74.6% | $10,764-70.7% | $11,407-72.4% |