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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 | $19,802 | $165,399-88.0% | $149,745-86.8% | $158,982-87.5% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 12.70% | 348.34%-335.6pp | 276.72%-264.0pp | 302.99%-290.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,097 | $7,183-43.0% | $6,843-40.1% | $5,983-31.5% |
| Admin fee / account holder | $10,355 | $10,811-4.2% | $9,312+11.2% | $11,252-8.0% |