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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 | $12,773 | $73,787-82.7% | $98,716-87.1% | $82,448-84.5% |
| Participation rate | 90.6% | 61.4%+29.2pp | 69.3%+21.3pp | 68.1%+22.5pp |
| Annual return | 31.77% | 18.57%+13.2pp | 31.81%0pp | 41.64%-9.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,912 | $3,081+59.4% | $4,048+21.4% | $4,139+18.7% |
| Admin fee / account holder | $1,597 | $6,500-75.4% | $8,703-81.6% | $7,234-77.9% |