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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 | $4,550 | $155,555-97.1% | $146,866-96.9% | $155,188-97.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 22.15% | 115.41%-93.3pp | 102.85%-80.7pp | 148.84%-126.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,242 | $8,044-47.3% | $7,759-45.3% | $6,531-35.0% |
| Admin fee / account holder | $531 | $14,755-96.4% | $13,620-96.1% | $14,480-96.3% |