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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 | $14,627 | $79,633-81.6% | $93,759-84.4% | $68,486-78.6% |
| Participation rate | 97.3% | 75.4%+21.9pp | 81.0%+16.3pp | 67.9%+29.4pp |
| Annual return | -16.07% | -0.10%-16.0pp | -11.33%-4.7pp | -7.85%-8.2pp |
| Employer contribution / active EE | $545 | $3,665-85.1% | $4,324-87.4% | $2,597-79.0% |
| Participant deferral / active EE | $1,872 | $5,158-63.7% | $6,096-69.3% | $4,028-53.5% |
| Admin fee / account holder | $769 | $6,871-88.8% | $7,197-89.3% | $5,404-85.8% |