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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 | $5,428 | $72,272-92.5% | $101,264-94.6% | $79,858-93.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.40% | 22.30%-5.9pp | 46.48%-30.1pp | 31.72%-15.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,265 | $3,282-31.0% | $4,370-48.2% | $3,740-39.4% |
| Admin fee / account holder | $1,097 | $4,401-75.1% | $5,947-81.5% | $5,306-79.3% |