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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 | $3,088 | $93,692-96.7% | $116,538-97.4% | $86,983-96.4% |
| Participation rate | 72.7% | 79.6%-6.9pp | 82.6%-9.9pp | 69.5%+3.2pp |
| Annual return | 14.79% | 26.00%-11.2pp | 17.97%-3.2pp | 25.83%-11.0pp |
| Employer contribution / active EE | $0 | $3,831-100.0% | $4,541-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,524 | $5,612-55.0% | $6,207-59.3% | $4,194-39.8% |
| Admin fee / account holder | $1,464 | $7,586-80.7% | $8,737-83.2% | $7,856-81.4% |