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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 | $9,734 | $65,712-85.2% | $57,196-83.0% | $273,972-96.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 178.82% | 22.01%+156.8pp | 14.59%+164.2pp | 41.46%+137.4pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,255 | $3,782-40.4% | $3,096-27.2% | $5,287-57.3% |
| Admin fee / account holder | $1,078 | $4,838-77.7% | $3,141-65.7% | $10,133-89.4% |