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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 | $10,224 | $185,312-94.5% | $161,489-93.7% | $154,746-93.4% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 16.29% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $196 | $4,769-95.9% | $4,268-95.4% | $4,379-95.5% |
| Participant deferral / active EE | $3,088 | $6,350-51.4% | $5,630-45.1% | $6,730-54.1% |
| Admin fee / account holder | $1,375 | $18,654-92.6% | $16,006-91.4% | $14,365-90.4% |