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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 | $4,448 | $102,245-95.6% | $89,340-95.0% | $137,256-96.8% |
| Participation rate | 70.0% | 74.9%-4.9pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 21.79% | 21.89%-0.1pp | 20.57%+1.2pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,490 | $4,436+1.2% | $3,823+17.5% | $6,407-29.9% |
| Admin fee / account holder | $1,060 | $8,085-86.9% | $6,704-84.2% | $12,270-91.4% |