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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 | $6,540 | $43,749-85.1% | $158,223-95.9% | $65,306-90.0% |
| Participation rate | 70.6% | 56.9%+13.7pp | 79.2%-8.6pp | 57.7%+12.9pp |
| Annual return | 40.00% | 19.41%+20.6pp | 52.09%-12.1pp | 21.94%+18.1pp |
| Employer contribution / active EE | $6 | $1,497-99.6% | $4,109-99.9% | $1,967-99.7% |
| Participant deferral / active EE | $1,671 | $2,019-17.2% | $5,467-69.4% | $2,959-43.5% |
| Admin fee / account holder | $660 | $1,930-65.8% | $16,047-95.9% | $3,480-81.0% |