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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 | $7,258 | $59,440-87.8% | $78,004-90.7% | $82,637-91.2% |
| Participation rate | 71.0% | 62.8%+8.1pp | 69.4%+1.5pp | 68.1%+2.9pp |
| Annual return | 14.69% | 40.24%-25.6pp | 31.07%-16.4pp | 53.51%-38.8pp |
| Employer contribution / active EE | $254 | $1,750-85.5% | $2,469-89.7% | $2,552-90.1% |
| Participant deferral / active EE | $1,311 | $3,138-58.2% | $4,092-68.0% | $4,126-68.2% |
| Admin fee / account holder | $561 | $5,504-89.8% | $7,578-92.6% | $7,339-92.4% |