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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 | $18,228 | $106,524-82.9% | $152,301-88.0% | $87,485-79.2% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.4%+3.7pp | 68.9%+17.2pp |
| Annual return | 20.50% | 26.89%-6.4pp | 80.50%-60.0pp | 26.06%-5.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,936 | $6,525-9.0% | $8,004-25.8% | $4,274+38.9% |
| Admin fee / account holder | $5,993 | $8,287-27.7% | $14,398-58.4% | $7,775-22.9% |