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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 | $24,214 | $198,457-87.8% | $170,435-85.8% | $147,586-83.6% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 38.62% | 257.30%-218.7pp | 205.94%-167.3pp | 578.59%-540.0pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,855 | $5,629-49.3% | $4,939-42.2% | $5,439-47.5% |
| Admin fee / account holder | $24,035 | $16,852+42.6% | $13,881+73.1% | $10,886+120.8% |