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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 | $29,384 | $138,386-78.8% | $184,260-84.1% | $80,935-63.7% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.8pp | 67.7%+16.3pp |
| Annual return | 162.54% | 20.02%+142.5pp | 28.84%+133.7pp | 35.66%+126.9pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,072 | $7,076+127.1% | $9,133+76.0% | $4,299+273.8% |
| Admin fee / account holder | $3,382 | $10,489-67.8% | $13,898-75.7% | $6,924-51.2% |