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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 | $10,320 | $94,031-89.0% | $115,768-91.1% | $82,448-87.5% |
| Participation rate | 78.4% | 70.4%+8.0pp | 74.4%+4.0pp | 68.1%+10.3pp |
| Annual return | 15.57% | 20.61%-5.0pp | 100.46%-84.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $433 | $2,323-81.4% | $2,940-85.3% | $2,551-83.0% |
| Participant deferral / active EE | $1,770 | $3,972-55.4% | $4,917-64.0% | $4,139-57.2% |
| Admin fee / account holder | $1,417 | $10,249-86.2% | $12,439-88.6% | $7,234-80.4% |