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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 | $7,022 | $114,013-93.8% | $103,693-93.2% | $155,188-95.5% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.0pp | 80.8%+5.9pp |
| Annual return | 11.24% | 49.31%-38.1pp | 47.61%-36.4pp | 148.84%-137.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,474 | $4,970-30.1% | $4,579-24.1% | $6,531-46.8% |
| Admin fee / account holder | $5,059 | $8,407-39.8% | $7,858-35.6% | $14,480-65.1% |