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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 | $4,723 | $77,814-93.9% | $158,223-97.0% | $86,983-94.6% |
| Participation rate | 71.1% | 68.4%+2.7pp | 79.2%-8.1pp | 69.5%+1.6pp |
| Annual return | 16.08% | 30.54%-14.5pp | 52.09%-36.0pp | 25.83%-9.8pp |
| Employer contribution / active EE | $178 | $2,592-93.1% | $4,109-95.7% | $2,584-93.1% |
| Participant deferral / active EE | $1,272 | $3,270-61.1% | $5,467-76.7% | $4,194-69.7% |
| Admin fee / account holder | $1,754 | $5,879-70.2% | $16,047-89.1% | $7,856-77.7% |