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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 | $7,450 | $99,345-92.5% | $84,753-91.2% | $273,972-97.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.52% | 22.93%-20.4pp | 22.78%-20.3pp | 41.46%-38.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,128 | $4,270-50.2% | $3,712-42.7% | $5,287-59.8% |
| Admin fee / account holder | $2,833 | $6,645-57.4% | $5,333-46.9% | $10,133-72.0% |