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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 | $22,550 | $135,905-83.4% | $126,068-82.1% | $198,609-88.6% |
| Participation rate | 82.6% | 85.6%-3.0pp | 84.7%-2.1pp | 82.4%+0.2pp |
| Annual return | 20.55% | 14.07%+6.5pp | 15.01%+5.5pp | 202.70%-182.1pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,228 | $8,523-38.7% | $8,214-36.4% | $6,977-25.1% |
| Admin fee / account holder | $706 | $21,036-96.6% | $18,264-96.1% | $19,030-96.3% |