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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 | $12,500 | $106,749-88.3% | $145,433-91.4% | $82,448-84.8% |
| Participation rate | 89.1% | 75.6%+13.5pp | 82.1%+7.0pp | 68.1%+21.1pp |
| Annual return | 34.07% | 27.59%+6.5pp | 66.58%-32.5pp | 41.64%-7.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,774 | $6,519-11.4% | $7,897-26.9% | $4,139+39.5% |
| Admin fee / account holder | $2,831 | $8,390-66.3% | $13,129-78.4% | $7,234-60.9% |