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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 | $1,526 | $60,349-97.5% | $74,184-97.9% | $62,881-97.6% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 24.30% | 21.38%+2.9pp | 17.74%+6.6pp | 20.14%+4.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,759 | $2,856-38.4% | $3,550-50.5% | $3,203-45.1% |
| Admin fee / account holder | $690 | $4,261-83.8% | $5,586-87.7% | $4,296-83.9% |