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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 | $11,899 | $79,955-85.1% | $98,461-87.9% | $75,173-84.2% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.2%+9.4pp | 67.2%+17.4pp |
| Annual return | 30.36% | 19.75%+10.6pp | 21.17%+9.2pp | 160.72%-130.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,253 | $3,752+119.9% | $4,738+74.2% | $4,126+100.0% |
| Admin fee / account holder | $1,081 | $6,841-84.2% | $8,961-87.9% | $5,651-80.9% |