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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 | $2,187 | $174,018-98.7% | $136,833-98.4% | $198,609-98.9% |
| Participation rate | 83.3% | 65.1%+18.2pp | 59.0%+24.3pp | 82.4%+1.0pp |
| Annual return | 18.58% | 35.16%-16.6pp | 35.32%-16.7pp | 202.70%-184.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $550 | $2,873-80.9% | $2,441-77.5% | $6,977-92.1% |
| Admin fee / account holder | $779 | $5,434-85.7% | $4,706-83.4% | $19,030-95.9% |