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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 | $9,301 | $78,690-88.2% | $161,489-94.2% | $87,485-89.4% |
| Participation rate | 96.8% | 67.5%+29.3pp | 78.7%+18.1pp | 68.9%+27.8pp |
| Annual return | 19.98% | 32.74%-12.8pp | 89.72%-69.7pp | 26.06%-6.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,960 | $3,311-10.6% | $5,630-47.4% | $4,274-30.7% |
| Admin fee / account holder | $974 | $6,724-85.5% | $16,006-93.9% | $7,775-87.5% |