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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 | $1,686 | $103,164-98.4% | $90,259-98.1% | $154,746-98.9% |
| Participation rate | 78.6% | 76.1%+2.5pp | 70.7%+7.8pp | 80.7%-2.1pp |
| Annual return | 15.20% | 19.25%-4.1pp | 18.88%-3.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,539 | $4,422-65.2% | $3,827-59.8% | $6,730-77.1% |
| Admin fee / account holder | $702 | $8,593-91.8% | $7,267-90.3% | $14,365-95.1% |