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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 | $16,525 | $65,704-74.9% | $94,229-82.5% | $59,633-72.3% |
| Participation rate | 78.4% | 72.1%+6.3pp | 78.8%-0.3pp | 68.7%+9.8pp |
| Annual return | -0.80% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $334 | $2,021-83.5% | $3,587-90.7% | $2,203-84.8% |
| Participant deferral / active EE | $2,742 | $3,143-12.8% | $4,320-36.5% | $3,192-14.1% |
| Admin fee / account holder | $3,691 | $4,265-13.5% | $6,269-41.1% | $4,297-14.1% |