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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 | $18,160 | $100,194-81.9% | $122,979-85.2% | $86,983-79.1% |
| Participation rate | 84.6% | 73.0%+11.6pp | 77.2%+7.4pp | 69.5%+15.1pp |
| Annual return | 14.62% | 16.47%-1.9pp | 20.12%-5.5pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,547 | $4,133+58.4% | $5,003+30.9% | $4,194+56.1% |
| Admin fee / account holder | $12,862 | $10,148+26.7% | $12,8640% | $7,856+63.7% |