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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 | $19,538 | $93,617-79.1% | $135,982-85.6% | $75,177-74.0% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.3pp | 67.2%+19.0pp |
| Annual return | 95.76% | 30.89%+64.9pp | 68.32%+27.4pp | 160.75%-65.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,420 | $6,406+31.4% | $7,760+8.5% | $4,126+104.0% |
| Admin fee / account holder | $2,741 | $6,980-60.7% | $10,767-74.5% | $5,651-51.5% |