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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 | $12,569 | $171,930-92.7% | $151,266-91.7% | $154,746-91.9% |
| Participation rate | 88.9% | 80.5%+8.3pp | 77.0%+11.9pp | 80.7%+8.2pp |
| Annual return | 55.22% | 242.03%-186.8pp | 180.60%-125.4pp | 172.34%-117.1pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,681 | $8,191-6.2% | $7,337+4.7% | $6,730+14.1% |
| Admin fee / account holder | $442 | $15,803-97.2% | $13,159-96.6% | $14,365-96.9% |