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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 | $17,613 | $201,372-91.3% | $184,260-90.4% | $145,884-87.9% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 31.54% | 29.04%+2.5pp | 28.84%+2.7pp | 551.85%-520.3pp |
| Employer contribution / active EE | $1,359 | $7,024-80.6% | $6,427-78.8% | $4,662-70.8% |
| Participant deferral / active EE | $3,540 | $9,808-63.9% | $9,133-61.2% | $6,690-47.1% |
| Admin fee / account holder | $382 | $16,362-97.7% | $13,898-97.2% | $13,392-97.1% |