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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 | $7,752 | $185,312-95.8% | $161,489-95.2% | $154,746-95.0% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 17.89% | 103.84%-86.0pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $90 | $4,769-98.1% | $4,268-97.9% | $4,379-98.0% |
| Participant deferral / active EE | $3,222 | $6,350-49.3% | $5,630-42.8% | $6,730-52.1% |
| Admin fee / account holder | $497 | $18,654-97.3% | $16,006-96.9% | $14,365-96.5% |