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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 | $29,559 | $146,267-79.8% | $197,124-85.0% | $82,448-64.1% |
| Participation rate | 91.5% | 84.0%+7.4pp | 86.7%+4.7pp | 68.1%+23.4pp |
| Annual return | 28.33% | 29.61%-1.3pp | 44.34%-16.0pp | 41.64%-13.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,987 | $7,035+42.0% | $9,135+9.3% | $4,139+141.3% |
| Admin fee / account holder | $6,579 | $14,422-54.4% | $16,298-59.6% | $7,234-9.1% |