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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 | $6,826 | $60,442-88.7% | $96,754-92.9% | $87,485-92.2% |
| Participation rate | 73.9% | 58.7%+15.2pp | 70.3%+3.6pp | 68.9%+4.9pp |
| Annual return | 14.16% | 21.97%-7.8pp | 82.04%-67.9pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $892 | $3,280-72.8% | $4,758-81.2% | $4,274-79.1% |
| Admin fee / account holder | $3,502 | $5,069-30.9% | $8,905-60.7% | $7,775-55.0% |