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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 | $16,938 | $146,267-88.4% | $197,124-91.4% | $82,448-79.5% |
| Participation rate | 86.6% | 84.0%+2.6pp | 86.7%-0.1pp | 68.1%+18.5pp |
| Annual return | 161.25% | 29.61%+131.6pp | 44.34%+116.9pp | 41.64%+119.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,047 | $7,035-28.3% | $9,135-44.8% | $4,139+21.9% |
| Admin fee / account holder | $461 | $14,422-96.8% | $16,298-97.2% | $7,234-93.6% |