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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 | $19,507 | $77,472-74.8% | $100,415-80.6% | $80,959-75.9% |
| Participation rate | 96.4% | 76.9%+19.5pp | 81.5%+14.9pp | 67.7%+28.8pp |
| Annual return | 73.81% | 37.26%+36.6pp | 49.47%+24.3pp | 35.67%+38.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,875 | $6,818+44.8% | $8,091+22.0% | $4,300+129.6% |
| Admin fee / account holder | $3,639 | $5,885-38.2% | $7,906-54.0% | $6,925-47.5% |