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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 | $20,728 | $157,829-86.9% | $136,867-84.9% | $198,609-89.6% |
| Participation rate | 82.6% | 77.2%+5.4pp | 74.5%+8.1pp | 82.4%+0.2pp |
| Annual return | 23.81% | 51.25%-27.4pp | 42.97%-19.2pp | 202.70%-178.9pp |
| Employer contribution / active EE | $20 | $3,923-99.5% | $3,547-99.4% | $5,055-99.6% |
| Participant deferral / active EE | $7,990 | $5,463+46.3% | $4,924+62.3% | $6,977+14.5% |
| Admin fee / account holder | $3,577 | $11,107-67.8% | $10,340-65.4% | $19,030-81.2% |