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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 | $7,675 | $157,276-95.1% | $141,177-94.6% | $152,885-95.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 25.59% | 64.33%-38.7pp | 71.40%-45.8pp | 345.39%-319.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,053 | $7,110-28.9% | $6,710-24.7% | $5,851-13.6% |
| Admin fee / account holder | $2,527 | $12,123-79.2% | $10,263-75.4% | $11,598-78.2% |