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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 | $4,671 | $165,399-97.2% | $149,745-96.9% | $158,982-97.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.09% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,400 | $7,183-52.7% | $6,843-50.3% | $5,983-43.2% |
| Admin fee / account holder | $2,105 | $10,811-80.5% | $9,312-77.4% | $11,252-81.3% |