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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 | $15,920 | $145,431-89.1% | $211,142-92.5% | $87,485-81.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 87.3%-1.6pp | 68.9%+16.8pp |
| Annual return | 21.82% | 27.21%-5.4pp | 46.84%-25.0pp | 26.06%-4.2pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,698 | $6,859-46.1% | $9,284-60.2% | $4,274-13.5% |
| Admin fee / account holder | $3,467 | $17,052-79.7% | $19,076-81.8% | $7,775-55.4% |