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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 | $95,453-74.0% | $112,040-77.8% | $82,448-69.9% |
| Participation rate | 80.5% | 72.8%+7.7pp | 76.5%+4.0pp | 68.1%+12.4pp |
| Annual return | 40.33% | 23.92%+16.4pp | 24.52%+15.8pp | 41.64%-1.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,959 | $4,224-29.9% | $5,098-41.9% | $4,139-28.5% |
| Admin fee / account holder | $968 | $9,013-89.3% | $12,098-92.0% | $7,234-86.6% |