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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 | $14,062 | $138,386-89.8% | $184,260-92.4% | $80,935-82.6% |
| Participation rate | 70.0% | 83.9%-13.9pp | 86.8%-16.8pp | 67.7%+2.3pp |
| Annual return | 13.50% | 20.02%-6.5pp | 28.84%-15.3pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,100 | $7,076-13.8% | $9,133-33.2% | $4,299+41.9% |
| Admin fee / account holder | $3,837 | $10,489-63.4% | $13,898-72.4% | $6,924-44.6% |