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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 | $32,780 | $197,637-83.4% | $177,848-81.6% | $158,982-79.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.37% | 58.77%-42.4pp | 48.33%-32.0pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,016 | $8,405-28.4% | $7,714-22.0% | $5,983+0.5% |
| Admin fee / account holder | $2,614 | $15,406-83.0% | $12,431-79.0% | $11,252-76.8% |