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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 | $3,631 | $77,814-95.3% | $158,223-97.7% | $86,983-95.8% |
| Participation rate | 85.3% | 68.4%+16.9pp | 79.2%+6.1pp | 69.5%+15.8pp |
| Annual return | 19.12% | 30.54%-11.4pp | 52.09%-33.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,239 | $3,270-62.1% | $5,467-77.3% | $4,194-70.5% |
| Admin fee / account holder | $587 | $5,879-90.0% | $16,047-96.3% | $7,856-92.5% |