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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 | $10,907 | $107,666-89.9% | $102,184-89.3% | $154,746-93.0% |
| Participation rate | 70.0% | 83.7%-13.7pp | 82.6%-12.6pp | 80.7%-10.7pp |
| Annual return | 11.58% | 29.33%-17.8pp | 31.58%-20.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,867 | $8,719-55.6% | $8,309-53.5% | $6,730-42.5% |
| Admin fee / account holder | $8,430 | $12,943-34.9% | $11,609-27.4% | $14,365-41.3% |