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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 | $22,209 | $106,524-79.2% | $152,301-85.4% | $87,485-74.6% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.4%+0.1pp | 68.9%+13.6pp |
| Annual return | 60.88% | 26.89%+34.0pp | 80.50%-19.6pp | 26.06%+34.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,748 | $6,525+34.1% | $8,004+9.3% | $4,274+104.7% |
| Admin fee / account holder | $2,070 | $8,287-75.0% | $14,398-85.6% | $7,775-73.4% |