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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 | $12,818 | $99,875-87.2% | $146,866-91.3% | $86,983-85.3% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.5%+1.4pp |
| Annual return | 18.68% | 28.10%-9.4pp | 102.85%-84.2pp | 25.83%-7.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,321 | $6,322-63.3% | $7,759-70.1% | $4,194-44.7% |
| Admin fee / account holder | $918 | $7,838-88.3% | $13,620-93.3% | $7,856-88.3% |