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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 | $17,713 | $196,972-91.0% | $182,262-90.3% | $198,609-91.1% |
| Participation rate | 85.0% | 85.7%-0.7pp | 84.2%+0.8pp | 82.4%+2.6pp |
| Annual return | 16.39% | 158.27%-141.9pp | 140.60%-124.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $167 | $5,364-96.9% | $5,046-96.7% | $5,055-96.7% |
| Participant deferral / active EE | $8,954 | $8,643+3.6% | $8,276+8.2% | $6,977+28.3% |
| Admin fee / account holder | $3,199 | $18,429-82.6% | $16,712-80.9% | $19,030-83.2% |