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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 | $17,264 | $70,486-75.5% | $100,528-82.8% | $79,852-78.4% |
| Participation rate | 87.9% | 73.6%+14.3pp | 79.4%+8.5pp | 69.6%+18.3pp |
| Annual return | 71.95% | 21.90%+50.1pp | 30.90%+41.1pp | 31.72%+40.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,270 | $5,182-17.6% | $6,271-31.9% | $3,740+14.2% |
| Admin fee / account holder | $455 | $4,480-89.8% | $8,084-94.4% | $5,306-91.4% |