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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 | $14,131 | $98,652-85.7% | $142,942-90.1% | $82,448-82.9% |
| Participation rate | 81.8% | 72.8%+9.1pp | 76.8%+5.0pp | 68.1%+13.8pp |
| Annual return | 19.44% | 22.65%-3.2pp | 113.70%-94.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,831 | $5,580+22.4% | $7,128-4.2% | $4,139+65.0% |
| Admin fee / account holder | $1,115 | $8,078-86.2% | $12,475-91.1% | $7,234-84.6% |