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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 | $24,858 | $95,404-73.9% | $113,397-78.1% | $82,637-69.9% |
| Participation rate | 80.5% | 72.8%+7.7pp | 76.5%+4.0pp | 68.1%+12.4pp |
| Annual return | 40.33% | 19.08%+21.3pp | 23.20%+17.1pp | 53.51%-13.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,959 | $4,220-29.9% | $5,076-41.7% | $4,126-28.3% |
| Admin fee / account holder | $968 | $9,168-89.4% | $11,957-91.9% | $7,339-86.8% |