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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 | $20,189 | $102,385-80.3% | $147,080-86.3% | $80,935-75.1% |
| Participation rate | 79.5% | 75.9%+3.7pp | 82.2%-2.6pp | 67.7%+11.9pp |
| Annual return | 15.85% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $719 | $3,717-80.7% | $4,933-85.4% | $2,757-73.9% |
| Participant deferral / active EE | $6,393 | $6,651-3.9% | $8,066-20.7% | $4,299+48.7% |
| Admin fee / account holder | $3,392 | $7,951-57.3% | $12,989-73.9% | $6,924-51.0% |