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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 | $10,160 | $107,079-90.5% | $151,266-93.3% | $87,485-88.4% |
| Participation rate | 86.4% | 71.1%+15.3pp | 77.0%+9.4pp | 68.9%+17.4pp |
| Annual return | 17.74% | 22.17%-4.4pp | 180.60%-162.9pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $3,174-100.0% | $4,237-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,202 | $5,789-10.1% | $7,337-29.1% | $4,274+21.7% |
| Admin fee / account holder | $3,493 | $8,059-56.7% | $13,159-73.5% | $7,775-55.1% |