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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 | $10,430 | $123,793-91.6% | $177,827-94.1% | $79,858-86.9% |
| Participation rate | 87.8% | 84.7%+3.1pp | 87.7%0pp | 69.6%+18.1pp |
| Annual return | 16.77% | 22.82%-6.0pp | 48.32%-31.5pp | 31.72%-14.9pp |
| Employer contribution / active EE | $571 | $4,095-86.1% | $5,918-90.4% | $2,471-76.9% |
| Participant deferral / active EE | $3,089 | $5,956-48.1% | $7,713-60.0% | $3,740-17.4% |
| Admin fee / account holder | $331 | $7,243-95.4% | $12,429-97.3% | $5,306-93.8% |