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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 | $18,246 | $213,785-91.5% | $185,441-90.2% | $155,188-88.2% |
| Participation rate | 71.4% | 83.2%-11.8pp | 80.3%-8.8pp | 80.8%-9.4pp |
| Annual return | 0.00% | 19.97%-20.0pp | 20.16%-20.2pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,896 | $6,864+44.2% | $6,152+60.9% | $6,531+51.5% |
| Admin fee / account holder | $556 | $21,134-97.4% | $17,890-96.9% | $14,480-96.2% |