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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 | $10,586 | $165,381-93.6% | $149,730-92.9% | $158,966-93.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 295.23% | 348.29%-53.1pp | 276.70%+18.5pp | 302.95%-7.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,255 | $7,182-12.9% | $6,843-8.6% | $5,983+4.5% |
| Admin fee / account holder | $1,492 | $10,809-86.2% | $9,310-84.0% | $11,250-86.7% |