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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 | $12,966 | $142,354-90.9% | $125,529-89.7% | $155,188-91.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.7%+16.2pp | 80.8%+10.1pp |
| Annual return | 38.60% | 306.06%-267.5pp | 202.56%-164.0pp | 148.84%-110.2pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,917 | $5,491+80.6% | $4,813+106.1% | $6,531+51.8% |
| Admin fee / account holder | $5,046 | $19,392-74.0% | $16,298-69.0% | $14,480-65.1% |