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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 | $12,508 | $55,713-77.6% | $75,894-83.5% | $72,983-82.9% |
| Participation rate | 79.5% | 61.1%+18.4pp | 69.3%+10.3pp | 69.5%+10.1pp |
| Annual return | 19.22% | 27.60%-8.4pp | 30.76%-11.5pp | 81.01%-61.8pp |
| Employer contribution / active EE | $274 | $1,687-83.8% | $2,501-89.0% | $2,440-88.8% |
| Participant deferral / active EE | $1,009 | $2,634-61.7% | $3,603-72.0% | $3,608-72.0% |
| Admin fee / account holder | $983 | $3,980-75.3% | $5,420-81.9% | $5,124-80.8% |