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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 | $18,040 | $93,598-80.7% | $135,974-86.7% | $75,173-76.0% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 58.30% | 30.89%+27.4pp | 68.30%-10.0pp | 160.72%-102.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,803 | $6,405+68.7% | $7,760+39.2% | $4,126+161.8% |
| Admin fee / account holder | $777 | $6,978-88.9% | $10,767-92.8% | $5,651-86.3% |