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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 | $7,750 | $77,416-90.0% | $69,464-88.8% | $152,897-94.9% |
| Participation rate | 72.7% | 78.1%-5.4pp | 74.6%-1.9pp | 82.5%-9.7pp |
| Annual return | 26.91% | 39.08%-12.2pp | 28.98%-2.1pp | 345.43%-318.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,748 | $4,413+7.6% | $3,536+34.3% | $5,851-18.9% |
| Admin fee / account holder | $558 | $6,208-91.0% | $3,840-85.5% | $11,599-95.2% |