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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 | $8,958 | $51,184-82.5% | $66,439-86.5% | $86,983-89.7% |
| Participation rate | 76.9% | 68.5%+8.4pp | 74.5%+2.4pp | 69.5%+7.4pp |
| Annual return | 16.16% | 17.07%-0.9pp | 757.66%-741.5pp | 25.83%-9.7pp |
| Employer contribution / active EE | $287 | $2,023-85.8% | $2,637-89.1% | $2,584-88.9% |
| Participant deferral / active EE | $1,240 | $2,927-57.6% | $3,876-68.0% | $4,194-70.4% |
| Admin fee / account holder | $981 | $4,154-76.4% | $6,173-84.1% | $7,856-87.5% |