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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 | $6,897 | $106,267-93.5% | $96,520-92.9% | $139,456-95.1% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 13.47% | 38.45%-25.0pp | 35.72%-22.2pp | 373.45%-360.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,894 | $5,454-65.3% | $4,879-61.2% | $6,711-71.8% |
| Admin fee / account holder | $1,388 | $7,882-82.4% | $6,733-79.4% | $11,407-87.8% |