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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 | $8,073 | $81,446-90.1% | $103,374-92.2% | $80,874-90.0% |
| Participation rate | 87.1% | 66.9%+20.2pp | 74.5%+12.6pp | 67.6%+19.4pp |
| Annual return | 26.47% | 25.57%+0.9pp | 24.89%+1.6pp | 35.62%-9.1pp |
| Employer contribution / active EE | $59 | $3,107-98.1% | $3,869-98.5% | $2,756-97.9% |
| Participant deferral / active EE | $3,032 | $3,870-21.6% | $5,058-40.0% | $4,297-29.4% |
| Admin fee / account holder | $1,733 | $6,715-74.2% | $8,394-79.4% | $6,935-75.0% |