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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 | $7,511 | $92,219-91.9% | $76,766-90.2% | $135,382-94.5% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | -5.21% | 5.46%-10.7pp | 2.43%-7.6pp | 519.77%-525.0pp |
| Employer contribution / active EE | $505 | $3,216-84.3% | $2,485-79.7% | $4,779-89.4% |
| Participant deferral / active EE | $1,582 | $4,508-64.9% | $3,851-58.9% | $5,609-71.8% |
| Admin fee / account holder | $5,997 | $10,749-44.2% | $6,675-10.2% | $10,829-44.6% |