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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 | $7,446 | $60,442-87.7% | $96,754-92.3% | $87,485-91.5% |
| Participation rate | 87.0% | 58.7%+28.3pp | 70.3%+16.7pp | 68.9%+18.1pp |
| Annual return | 15.90% | 21.97%-6.1pp | 82.04%-66.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,936 | $3,280-41.0% | $4,758-59.3% | $4,274-54.7% |
| Admin fee / account holder | $1,788 | $5,069-64.7% | $8,905-79.9% | $7,775-77.0% |