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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 | $12,300 | $71,230-82.7% | $93,727-86.9% | $80,959-84.8% |
| Participation rate | 76.0% | 60.4%+15.6pp | 68.7%+7.3pp | 67.7%+8.3pp |
| Annual return | 23.95% | 11.26%+12.7pp | 133.83%-109.9pp | 35.67%-11.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,941 | $4,037+47.2% | $4,417+34.5% | $4,300+38.2% |
| Admin fee / account holder | $2,000 | $6,961-71.3% | $8,292-75.9% | $6,925-71.1% |