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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 | $2,186 | $90,400-97.6% | $186,193-98.8% | $87,485-97.5% |
| Participation rate | 86.8% | 66.2%+20.6pp | 77.1%+9.7pp | 68.9%+17.9pp |
| Annual return | 24.57% | 22.15%+2.4pp | 78.03%-53.5pp | 26.06%-1.5pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,152 | $4,330-50.3% | $6,513-67.0% | $4,274-49.6% |
| Admin fee / account holder | $1,099 | $8,673-87.3% | $11,058-90.1% | $7,775-85.9% |