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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 | $9,464 | $157,276-94.0% | $141,177-93.3% | $152,885-93.8% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.5%-0.1pp |
| Annual return | 30.79% | 64.33%-33.5pp | 71.40%-40.6pp | 345.39%-314.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,966 | $7,110+82.4% | $6,710+93.2% | $5,851+121.6% |
| Admin fee / account holder | $5,541 | $12,123-54.3% | $10,263-46.0% | $11,598-52.2% |