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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 | $27,054 | $97,550-72.3% | $120,344-77.5% | $87,485-69.1% |
| Participation rate | 88.2% | 72.8%+15.4pp | 76.7%+11.5pp | 68.9%+19.3pp |
| Annual return | 41.15% | 18.41%+22.7pp | 20.30%+20.8pp | 26.06%+15.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,032 | $4,230+113.5% | $5,135+75.9% | $4,274+111.4% |
| Admin fee / account holder | $3,126 | $9,543-67.2% | $12,742-75.5% | $7,775-59.8% |