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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 | $13,316 | $77,472-82.8% | $100,392-86.7% | $80,935-83.5% |
| Participation rate | 84.6% | 76.9%+7.7pp | 81.5%+3.1pp | 67.7%+17.0pp |
| Annual return | 16.32% | 37.26%-20.9pp | 49.45%-33.1pp | 35.66%-19.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,415 | $6,818-5.9% | $8,090-20.7% | $4,299+49.2% |
| Admin fee / account holder | $1,715 | $5,885-70.9% | $7,904-78.3% | $6,924-75.2% |