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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 | $24,490 | $94,031-74.0% | $115,768-78.8% | $82,448-70.3% |
| Participation rate | 85.4% | 70.4%+14.9pp | 74.4%+11.0pp | 68.1%+17.3pp |
| Annual return | 12.42% | 20.61%-8.2pp | 100.46%-88.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,266 | $3,972-42.9% | $4,917-53.9% | $4,139-45.2% |
| Admin fee / account holder | $1,357 | $10,249-86.8% | $12,439-89.1% | $7,234-81.2% |