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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 | $22,312 | $77,472-71.2% | $100,415-77.8% | $80,959-72.4% |
| Participation rate | 82.5% | 76.9%+5.6pp | 81.5%+1.0pp | 67.7%+14.8pp |
| Annual return | 28.92% | 37.26%-8.3pp | 49.47%-20.6pp | 35.67%-6.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,875 | $6,818+74.2% | $8,091+46.8% | $4,300+176.1% |
| Admin fee / account holder | $6,022 | $5,885+2.3% | $7,906-23.8% | $6,925-13.1% |