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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 | $9,894 | $78,425-87.4% | $95,956-89.7% | $79,858-87.6% |
| Participation rate | 92.0% | 73.5%+18.5pp | 77.1%+14.9pp | 69.6%+22.4pp |
| Annual return | 42.50% | 19.37%+23.1pp | 91.63%-49.1pp | 31.72%+10.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,214 | $3,440+109.7% | $4,167+73.1% | $3,740+92.9% |
| Admin fee / account holder | $1,198 | $5,622-78.7% | $6,797-82.4% | $5,306-77.4% |