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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 | $22,994 | $143,969-84.0% | $199,883-88.5% | $82,637-72.2% |
| Participation rate | 93.9% | 84.1%+9.8pp | 86.8%+7.2pp | 68.1%+25.9pp |
| Annual return | 20.94% | 25.67%-4.7pp | 43.81%-22.9pp | 53.51%-32.6pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,543 | $6,937+23.1% | $9,138-6.5% | $4,126+107.0% |
| Admin fee / account holder | $2,409 | $14,597-83.5% | $17,268-86.1% | $7,339-67.2% |