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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 | $16,238 | $289,211-94.4% | $260,467-93.8% | $198,609-91.8% |
| Participation rate | 77.8% | 83.1%-5.3pp | 80.5%-2.7pp | 82.4%-4.6pp |
| Annual return | 20.41% | 112.90%-92.5pp | 100.60%-80.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,299 | $6,812-51.6% | $6,319-47.8% | $6,977-52.7% |
| Admin fee / account holder | $339 | $16,236-97.9% | $15,461-97.8% | $19,030-98.2% |