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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 | $8,978 | $61,815-85.5% | $97,295-90.8% | $80,959-88.9% |
| Participation rate | 94.3% | 63.5%+30.8pp | 72.7%+21.6pp | 67.7%+26.6pp |
| Annual return | 15.78% | -558.73%+574.5pp | 75.62%-59.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,379 | $3,027+11.6% | $4,264-20.7% | $4,300-21.4% |
| Admin fee / account holder | $425 | $5,166-91.8% | $5,646-92.5% | $6,925-93.9% |