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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 | $18,787 | $106,864-82.4% | $147,318-87.2% | $82,637-77.3% |
| Participation rate | 79.2% | 75.5%+3.7pp | 82.1%-2.9pp | 68.1%+11.1pp |
| Annual return | 76.90% | 27.49%+49.4pp | 70.43%+6.5pp | 53.51%+23.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,500 | $6,496-15.3% | $7,906-30.4% | $4,126+33.3% |
| Admin fee / account holder | $895 | $8,415-89.4% | $13,708-93.5% | $7,339-87.8% |