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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 | $5,434 | $109,372-95.0% | $89,414-93.9% | $158,966-96.6% |
| Participation rate | 70.6% | 74.3%-3.7pp | 68.0%+2.6pp | 82.0%-11.4pp |
| Annual return | 13.27% | 345.55%-332.3pp | 245.50%-232.2pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,681 | $4,598-63.4% | $3,890-56.8% | $5,983-71.9% |
| Admin fee / account holder | $2,319 | $6,156-62.3% | $4,883-52.5% | $11,250-79.4% |