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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 | $8,041 | $106,267-92.4% | $96,520-91.7% | $139,456-94.2% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 16.87% | 38.45%-21.6pp | 35.72%-18.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,614 | $5,454-52.1% | $4,879-46.4% | $6,711-61.0% |
| Admin fee / account holder | $724 | $7,882-90.8% | $6,733-89.3% | $11,407-93.7% |