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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 | $21,476 | $106,749-79.9% | $145,433-85.2% | $82,448-74.0% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.1%+12.6pp | 68.1%+26.7pp |
| Annual return | 32.77% | 27.59%+5.2pp | 66.58%-33.8pp | 41.64%-8.9pp |
| Employer contribution / active EE | $7 | $3,444-99.8% | $4,554-99.8% | $2,551-99.7% |
| Participant deferral / active EE | $7,532 | $6,519+15.5% | $7,897-4.6% | $4,139+82.0% |
| Admin fee / account holder | $2,913 | $8,390-65.3% | $13,129-77.8% | $7,234-59.7% |