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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 | $2,192 | $89,259-97.5% | $107,187-98.0% | $82,637-97.3% |
| Participation rate | 92.6% | 67.9%+24.7pp | 75.0%+17.6pp | 68.1%+24.5pp |
| Annual return | 19.64% | 21.02%-1.4pp | 204.55%-184.9pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,918 | $4,037-52.5% | $5,096-62.4% | $4,126-53.5% |
| Admin fee / account holder | $491 | $7,381-93.3% | $9,162-94.6% | $7,339-93.3% |