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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 | $146,267-89.1% | $197,124-91.9% | $82,448-80.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 86.7%-1.0pp | 68.1%+17.6pp |
| Annual return | 21.82% | 29.61%-7.8pp | 44.34%-22.5pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,698 | $7,035-47.4% | $9,135-59.5% | $4,139-10.7% |
| Admin fee / account holder | $3,467 | $14,422-76.0% | $16,298-78.7% | $7,234-52.1% |