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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 | $3,529 | $185,312-98.1% | $161,489-97.8% | $154,746-97.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 67.69% | 103.84%-36.2pp | 89.72%-22.0pp | 172.34%-104.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,052 | $6,350-51.9% | $5,630-45.8% | $6,730-54.7% |
| Admin fee / account holder | $426 | $18,654-97.7% | $16,006-97.3% | $14,365-97.0% |