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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 | $20,938 | $94,031-77.7% | $115,768-81.9% | $82,448-74.6% |
| Participation rate | 88.6% | 70.4%+18.2pp | 74.4%+14.2pp | 68.1%+20.5pp |
| Annual return | 15.31% | 20.61%-5.3pp | 100.46%-85.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,296 | $3,972-42.2% | $4,917-53.3% | $4,139-44.5% |
| Admin fee / account holder | $4,361 | $10,249-57.4% | $12,439-64.9% | $7,234-39.7% |