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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 | $5,781 | $112,131-94.8% | $95,964-94.0% | $158,982-96.4% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 19.36% | 171.19%-151.8pp | 91.64%-72.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,677 | $4,784-65.0% | $4,167-59.8% | $5,983-72.0% |
| Admin fee / account holder | $1,433 | $10,136-85.9% | $6,797-78.9% | $11,252-87.3% |