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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 | $13,185 | $114,712-88.5% | $173,730-92.4% | $87,485-84.9% |
| Participation rate | 86.1% | 73.0%+13.1pp | 79.6%+6.5pp | 68.9%+17.2pp |
| Annual return | 41.32% | 20.18%+21.1pp | 19.96%+21.4pp | 26.06%+15.3pp |
| Employer contribution / active EE | $717 | $2,904-75.3% | $4,577-84.3% | $2,596-72.4% |
| Participant deferral / active EE | $5,789 | $4,642+24.7% | $6,326-8.5% | $4,274+35.5% |
| Admin fee / account holder | $2,602 | $10,210-74.5% | $17,523-85.1% | $7,775-66.5% |