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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 | $23,779 | $171,492-86.1% | $150,734-84.2% | $198,609-88.0% |
| Participation rate | 78.6% | 81.4%-2.8pp | 78.4%+0.1pp | 82.4%-3.8pp |
| Annual return | 17.02% | 804.70%-787.7pp | 600.81%-583.8pp | 202.70%-185.7pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,034 | $6,259+44.3% | $5,610+61.0% | $6,977+29.5% |
| Admin fee / account holder | $7,616 | $17,628-56.8% | $14,905-48.9% | $19,030-60.0% |