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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 | $31,157 | $149,446-79.2% | $256,809-87.9% | $94,015-66.9% |
| Participation rate | 77.3% | 85.3%-8.0pp | 88.5%-11.2pp | 70.8%+6.5pp |
| Annual return | 16.31% | 17.55%-1.2pp | 32.73%-16.4pp | 17.84%-1.5pp |
| Employer contribution / active EE | $917 | $4,596-80.1% | $7,263-87.4% | $2,790-67.1% |
| Participant deferral / active EE | $4,342 | $6,491-33.1% | $9,520-54.4% | $4,249+2.2% |
| Admin fee / account holder | $2,569 | $24,035-89.3% | $25,146-89.8% | $8,951-71.3% |