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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 | $2,939 | $65,395-95.5% | $182,531-98.4% | $72,983-96.0% |
| Participation rate | 88.7% | 65.4%+23.3pp | 78.0%+10.7pp | 69.5%+19.2pp |
| Annual return | 18.14% | 27.68%-9.5pp | 148.57%-130.4pp | 81.01%-62.9pp |
| Employer contribution / active EE | $269 | $1,911-85.9% | $4,075-93.4% | $2,440-89.0% |
| Participant deferral / active EE | $1,289 | $3,563-63.8% | $5,525-76.7% | $3,608-64.3% |
| Admin fee / account holder | $1,339 | $4,245-68.4% | $8,593-84.4% | $5,124-73.9% |