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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 | $21,336 | $157,829-86.5% | $136,867-84.4% | $198,609-89.3% |
| Participation rate | 94.7% | 77.2%+17.6pp | 74.5%+20.2pp | 82.4%+12.4pp |
| Annual return | 19.06% | 51.25%-32.2pp | 42.97%-23.9pp | 202.70%-183.6pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,983 | $5,463+27.8% | $4,924+41.8% | $6,977+0.1% |
| Admin fee / account holder | $415 | $11,107-96.3% | $10,340-96.0% | $19,030-97.8% |