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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 | $36,469 | $109,620-66.7% | $148,496-75.4% | $94,015-61.2% |
| Participation rate | 92.3% | 71.3%+21.1pp | 76.0%+16.3pp | 70.8%+21.5pp |
| Annual return | 31.40% | 17.54%+13.9pp | 12.33%+19.1pp | 17.84%+13.6pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $12,339 | $3,831+222.1% | $4,808+156.6% | $4,249+190.4% |
| Admin fee / account holder | $1,812 | $10,050-82.0% | $19,547-90.7% | $8,951-79.8% |