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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 | $14,553 | $176,105-91.7% | $159,474-90.9% | $167,536-91.3% |
| Participation rate | 86.7% | 85.0%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 12.89% | 331.91%-319.0pp | 263.68%-250.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,727 | $7,751+12.6% | $7,353+18.7% | $6,342+37.6% |
| Admin fee / account holder | $722 | $12,559-94.3% | $10,802-93.3% | $12,315-94.1% |