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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 | $9,968 | $172,111-94.2% | $150,298-93.4% | $137,256-92.7% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 11.55% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,523 | $6,166+22.0% | $5,453+38.0% | $6,407+17.4% |
| Admin fee / account holder | $21,225 | $16,471+28.9% | $14,116+50.4% | $12,270+73.0% |