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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 | $15,339 | $106,524-85.6% | $152,301-89.9% | $87,485-82.5% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.4%+7.2pp | 68.9%+20.7pp |
| Annual return | 27.46% | 26.89%+0.6pp | 80.50%-53.0pp | 26.06%+1.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,351 | $6,525+28.0% | $8,004+4.3% | $4,274+95.4% |
| Admin fee / account holder | $699 | $8,287-91.6% | $14,398-95.1% | $7,775-91.0% |