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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 | $13,969 | $103,024-86.4% | $112,040-87.5% | $79,634-82.5% |
| Participation rate | 78.5% | 80.6%-2.0pp | 76.5%+2.0pp | 62.5%+16.0pp |
| Annual return | 142.67% | 17.60%+125.1pp | 24.52%+118.2pp | 36.46%+106.2pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $2,954-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $4,326 | $5,233-17.3% | $5,098-15.1% | $3,835+12.8% |
| Admin fee / account holder | $514 | $465+10.5% | $12,098-95.8% | $1,002-48.7% |