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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 | $31,835 | $198,461-84.0% | $170,436-81.3% | $147,585-78.4% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 10.05% | 257.30%-247.3pp | 205.94%-195.9pp | 578.57%-568.5pp |
| Employer contribution / active EE | $1,289 | $6,184-79.2% | $5,433-76.3% | $4,876-73.6% |
| Participant deferral / active EE | $2,671 | $5,629-52.5% | $4,939-45.9% | $5,439-50.9% |
| Admin fee / account holder | $797 | $16,852-95.3% | $13,880-94.3% | $10,885-92.7% |