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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 | $18,342 | $71,878-74.5% | $86,698-78.8% | $68,486-73.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.00% | 3.53%-13.5pp | 35.95%-45.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $319 | $2,173-85.3% | $2,837-88.8% | $2,597-87.7% |
| Participant deferral / active EE | $2,258 | $3,779-40.2% | $4,656-51.5% | $4,028-43.9% |
| Admin fee / account holder | $1,551 | $6,113-74.6% | $7,493-79.3% | $5,404-71.3% |