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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 | $142,972-88.9% | $214,702-92.6% | $86,983-81.7% |
| Participation rate | 85.7% | 84.9%+0.9pp | 87.5%-1.8pp | 69.5%+16.2pp |
| Annual return | 21.82% | 18.49%+3.3pp | 54.55%-32.7pp | 25.83%-4.0pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,698 | $6,568-43.7% | $9,147-59.6% | $4,194-11.8% |
| Admin fee / account holder | $3,467 | $17,617-80.3% | $19,830-82.5% | $7,856-55.9% |