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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 | $6,382 | $108,825-94.1% | $156,181-95.9% | $82,448-92.3% |
| Participation rate | 78.9% | 72.4%+6.6pp | 78.8%+0.1pp | 68.1%+10.9pp |
| Annual return | 58.67% | 20.59%+38.1pp | 64.87%-6.2pp | 41.64%+17.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,141 | $4,577-31.4% | $6,132-48.8% | $4,139-24.1% |
| Admin fee / account holder | $508 | $9,341-94.6% | $14,586-96.5% | $7,234-93.0% |