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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 | $27,567 | $146,267-81.2% | $197,124-86.0% | $82,448-66.6% |
| Participation rate | 92.2% | 84.0%+8.2pp | 86.7%+5.5pp | 68.1%+24.1pp |
| Annual return | 26.65% | 29.61%-3.0pp | 44.34%-17.7pp | 41.64%-15.0pp |
| Employer contribution / active EE | $11 | $4,723-99.8% | $6,227-99.8% | $2,551-99.6% |
| Participant deferral / active EE | $8,894 | $7,035+26.4% | $9,135-2.6% | $4,139+114.9% |
| Admin fee / account holder | $1,314 | $14,422-90.9% | $16,298-91.9% | $7,234-81.8% |