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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 | $11,523 | $201,370-94.3% | $184,256-93.7% | $145,897-92.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 24.20% | 29.05%-4.9pp | 28.85%-4.6pp | 552.29%-528.1pp |
| Employer contribution / active EE | $1,096 | $7,024-84.4% | $6,427-82.9% | $4,663-76.5% |
| Participant deferral / active EE | $3,550 | $9,808-63.8% | $9,133-61.1% | $6,689-46.9% |
| Admin fee / account holder | $632 | $16,364-96.1% | $13,899-95.5% | $13,390-95.3% |