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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 | $12,927 | $185,830-93.0% | $170,004-92.4% | $139,427-90.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 22.44% | 60.52%-38.1pp | 53.39%-30.9pp | 373.27%-350.8pp |
| Employer contribution / active EE | $1,030 | $7,591-86.4% | $6,786-84.8% | $4,752-78.3% |
| Participant deferral / active EE | $4,170 | $11,622-64.1% | $10,408-59.9% | $6,711-37.9% |
| Admin fee / account holder | $1,739 | $15,381-88.7% | $12,816-86.4% | $11,404-84.8% |