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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 | $13,676 | $78,520-82.6% | $96,576-85.8% | $82,448-83.4% |
| Participation rate | 76.8% | 77.7%-0.9pp | 81.4%-4.7pp | 68.1%+8.7pp |
| Annual return | 29.13% | 41.30%-12.2pp | 38.47%-9.3pp | 41.64%-12.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,688 | $6,754+13.8% | $7,956-3.4% | $4,139+85.7% |
| Admin fee / account holder | $1,431 | $13,455-89.4% | $11,381-87.4% | $7,234-80.2% |