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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 | $21,230 | $106,524-80.1% | $152,301-86.1% | $87,485-75.7% |
| Participation rate | 82.2% | 75.8%+6.5pp | 82.4%-0.2pp | 68.9%+13.3pp |
| Annual return | 126.75% | 26.89%+99.9pp | 80.50%+46.2pp | 26.06%+100.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,705 | $6,525+94.7% | $8,004+58.7% | $4,274+197.3% |
| Admin fee / account holder | $5,034 | $8,287-39.2% | $14,398-65.0% | $7,775-35.2% |