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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 | $12,215 | $175,231-93.0% | $149,696-91.8% | $139,466-91.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 33.25% | 166.77%-133.5pp | 134.46%-101.2pp | 373.66%-340.4pp |
| Employer contribution / active EE | $667 | $5,478-87.8% | $4,821-86.2% | $4,754-86.0% |
| Participant deferral / active EE | $5,958 | $6,521-8.6% | $5,682+4.9% | $6,712-11.2% |
| Admin fee / account holder | $861 | $16,155-94.7% | $13,212-93.5% | $11,409-92.4% |