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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 | $24,347 | $275,752-91.2% | $256,809-90.5% | $198,609-87.7% |
| Participation rate | 82.4% | 89.2%-6.8pp | 88.5%-6.2pp | 82.4%0pp |
| Annual return | 19.66% | 34.81%-15.2pp | 32.73%-13.1pp | 202.70%-183.0pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,279 | $10,037-37.4% | $9,520-34.0% | $6,977-10.0% |
| Admin fee / account holder | $1,067 | $25,716-95.9% | $25,146-95.8% | $19,030-94.4% |