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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 | $23,076 | $76,367-69.8% | $93,614-75.4% | $72,983-68.4% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.5%+23.8pp |
| Annual return | 23.62% | 25.82%-2.2pp | 32.76%-9.1pp | 81.01%-57.4pp |
| Employer contribution / active EE | $378 | $2,275-83.4% | $2,718-86.1% | $2,440-84.5% |
| Participant deferral / active EE | $2,224 | $3,538-37.1% | $4,069-45.3% | $3,608-38.4% |
| Admin fee / account holder | $1,000 | $6,838-85.4% | $7,889-87.3% | $5,124-80.5% |