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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 | $10,734 | $254,759-95.8% | $216,567-95.0% | $198,609-94.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 81.6%-10.2pp | 82.4%-10.9pp |
| Annual return | 14.33% | 10.04%+4.3pp | 12.94%+1.4pp | 202.70%-188.4pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,837 | $6,948-59.2% | $6,191-54.2% | $6,977-59.3% |
| Admin fee / account holder | $1,443 | $26,311-94.5% | $21,981-93.4% | $19,030-92.4% |