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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 | $4,518 | $81,233-94.4% | $155,567-97.1% | $80,874-94.4% |
| Participation rate | 88.6% | 66.2%+22.3pp | 78.2%+10.4pp | 67.6%+20.9pp |
| Annual return | 13.40% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,299 | $3,452-33.4% | $5,628-59.2% | $4,297-46.5% |
| Admin fee / account holder | $1,023 | $7,998-87.2% | $15,916-93.6% | $6,935-85.2% |