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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 | $18,588 | $99,875-81.4% | $146,866-87.3% | $86,983-78.6% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.5%+18.3pp |
| Annual return | 20.62% | 28.10%-7.5pp | 102.85%-82.2pp | 25.83%-5.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,685 | $6,322-25.9% | $7,759-39.6% | $4,194+11.7% |
| Admin fee / account holder | $3,273 | $7,838-58.2% | $13,620-76.0% | $7,856-58.3% |