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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 | $6,843 | $96,956-92.9% | $69,779-90.2% | $273,972-97.5% |
| Participation rate | 71.4% | 77.1%-5.6pp | 71.8%-0.4pp | 83.0%-11.6pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,605 | $3,744-3.7% | $2,931+23.0% | $5,287-31.8% |
| Admin fee / account holder | $320 | $7,934-96.0% | $4,381-92.7% | $10,133-96.8% |