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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 | $139,948-90.7% | $121,663-89.3% | $154,746-91.6% |
| Participation rate | 90.9% | 78.0%+12.9pp | 74.5%+16.4pp | 80.7%+10.2pp |
| Annual return | 38.60% | 230.52%-191.9pp | 147.54%-108.9pp | 172.34%-133.7pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,917 | $5,629+76.2% | $4,887+102.9% | $6,730+47.4% |
| Admin fee / account holder | $5,046 | $17,321-70.9% | $14,289-64.7% | $14,365-64.9% |