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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 | $15,694 | $115,814-86.4% | $101,275-84.5% | $158,982-90.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 39.65% | 56.16%-16.5pp | 46.48%-6.8pp | 302.99%-263.3pp |
| Employer contribution / active EE | $58 | $4,176-98.6% | $3,660-98.4% | $4,763-98.8% |
| Participant deferral / active EE | $3,053 | $4,958-38.4% | $4,371-30.1% | $5,983-49.0% |
| Admin fee / account holder | $19,713 | $7,249+171.9% | $5,948+231.4% | $11,252+75.2% |