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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 | $9,053 | $85,171-89.4% | $172,753-94.8% | $72,976-87.6% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.6%-6.2pp | 69.5%+7.0pp |
| Annual return | 19.44% | 27.32%-7.9pp | 803.00%-783.6pp | 81.02%-61.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,811 | $3,260-44.4% | $5,198-65.2% | $3,608-49.8% |
| Admin fee / account holder | $879 | $5,880-85.1% | $13,956-93.7% | $5,124-82.9% |