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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 | $28,951 | $254,759-88.6% | $216,567-86.6% | $198,609-85.4% |
| Participation rate | 70.8% | 84.5%-13.7pp | 81.6%-10.8pp | 82.4%-11.5pp |
| Annual return | 4.77% | 10.04%-5.3pp | 12.94%-8.2pp | 202.70%-197.9pp |
| Employer contribution / active EE | $798 | $6,096-86.9% | $5,216-84.7% | $5,055-84.2% |
| Participant deferral / active EE | $3,640 | $6,948-47.6% | $6,191-41.2% | $6,977-47.8% |
| Admin fee / account holder | $34,612 | $26,311+31.5% | $21,981+57.5% | $19,030+81.9% |