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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 | $5,283 | $58,311-90.9% | $81,882-93.5% | $80,959-93.5% |
| Participation rate | 85.1% | 63.5%+21.6pp | 72.4%+12.7pp | 67.7%+17.4pp |
| Annual return | 18.94% | 41.85%-22.9pp | 779.47%-760.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $251 | $2,347-89.3% | $2,916-91.4% | $2,757-90.9% |
| Participant deferral / active EE | $1,222 | $3,287-62.8% | $4,323-71.7% | $4,300-71.6% |
| Admin fee / account holder | $857 | $4,752-82.0% | $7,360-88.4% | $6,925-87.6% |