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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 | $12,153 | $80,992-85.0% | $96,534-87.4% | $75,173-83.8% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 21.88% | 27.05%-5.2pp | 25.88%-4.0pp | 160.72%-138.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,671 | $3,929+69.8% | $4,851+37.5% | $4,126+61.7% |
| Admin fee / account holder | $5,043 | $6,717-24.9% | $8,253-38.9% | $5,651-10.7% |