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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 | $8,843 | $110,379-92.0% | $102,412-91.4% | $145,884-93.9% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 9.18% | 24.84%-15.7pp | 24.94%-15.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,279 | $5,622-59.5% | $5,060-55.0% | $6,690-65.9% |
| Admin fee / account holder | $368 | $9,745-96.2% | $8,388-95.6% | $13,392-97.3% |