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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 | $4,760 | $106,524-95.5% | $152,301-96.9% | $87,485-94.6% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.4%+7.2pp | 68.9%+20.7pp |
| Annual return | 28.83% | 26.89%+1.9pp | 80.50%-51.7pp | 26.06%+2.8pp |
| Employer contribution / active EE | $273 | $3,371-91.9% | $4,624-94.1% | $2,596-89.5% |
| Participant deferral / active EE | $3,048 | $6,525-53.3% | $8,004-61.9% | $4,274-28.7% |
| Admin fee / account holder | $522 | $8,287-93.7% | $14,398-96.4% | $7,775-93.3% |