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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 | $14,129 | $160,028-91.2% | $147,080-90.4% | $145,884-90.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.92% | 98.60%-79.7pp | 420.17%-401.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,353 | $8,422+11.1% | $8,066+16.0% | $6,690+39.8% |
| Admin fee / account holder | $2,453 | $15,030-83.7% | $12,989-81.1% | $13,392-81.7% |