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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 | $11,426 | $68,996-83.4% | $159,991-92.9% | $68,495-83.3% |
| Participation rate | 83.1% | 65.4%+17.7pp | 78.0%+5.1pp | 67.9%+15.2pp |
| Annual return | 8.78% | -9.65%+18.4pp | 408.82%-400.0pp | -7.84%+16.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,295 | $4,211+49.5% | $6,183+1.8% | $4,028+56.3% |
| Admin fee / account holder | $2,822 | $4,797-41.2% | $8,715-67.6% | $5,403-47.8% |