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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 | $3,063 | $88,672-96.5% | $105,223-97.1% | $82,448-96.3% |
| Participation rate | 77.6% | 67.9%+9.7pp | 75.0%+2.6pp | 68.1%+9.5pp |
| Annual return | 26.09% | 30.86%-4.8pp | 180.65%-154.6pp | 41.64%-15.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,796 | $4,036-55.5% | $5,072-64.6% | $4,139-56.6% |
| Admin fee / account holder | $551 | $7,146-92.3% | $8,859-93.8% | $7,234-92.4% |