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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 | $24,436 | $108,825-77.5% | $156,181-84.4% | $82,448-70.4% |
| Participation rate | 96.8% | 72.4%+24.4pp | 78.8%+17.9pp | 68.1%+28.7pp |
| Annual return | 16.88% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $195 | $2,870-93.2% | $4,294-95.5% | $2,551-92.4% |
| Participant deferral / active EE | $7,912 | $4,577+72.9% | $6,132+29.0% | $4,139+91.2% |
| Admin fee / account holder | $4,467 | $9,341-52.2% | $14,586-69.4% | $7,234-38.2% |