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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 | $5,115 | $123,155-95.8% | $108,753-95.3% | $155,188-96.7% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 20.17% | 44.73%-24.6pp | 37.47%-17.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,601 | $4,623-43.7% | $4,115-36.8% | $6,531-60.2% |
| Admin fee / account holder | $567 | $12,126-95.3% | $10,320-94.5% | $14,480-96.1% |