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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 | $13,534 | $185,312-92.7% | $161,489-91.6% | $154,746-91.3% |
| Participation rate | 90.5% | 82.5%+8.0pp | 78.7%+11.8pp | 80.7%+9.8pp |
| Annual return | 13.37% | 103.84%-90.5pp | 89.72%-76.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,186 | $6,350-49.8% | $5,630-43.4% | $6,730-52.7% |
| Admin fee / account holder | $2,134 | $18,654-88.6% | $16,006-86.7% | $14,365-85.1% |