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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 | $6,717 | $45,343-85.2% | $150,298-95.5% | $67,986-90.1% |
| Participation rate | 71.4% | 51.9%+19.6pp | 77.8%-6.3pp | 57.2%+14.2pp |
| Annual return | 15.89% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,395 | $2,055+16.5% | $5,453-56.1% | $3,358-28.7% |
| Admin fee / account holder | $2,966 | $2,250+31.8% | $14,116-79.0% | $3,203-7.4% |