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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 | $2,792 | $77,814-96.4% | $158,223-98.2% | $86,983-96.8% |
| Participation rate | 88.5% | 68.4%+20.0pp | 79.2%+9.3pp | 69.5%+18.9pp |
| Annual return | 44.88% | 30.54%+14.3pp | 52.09%-7.2pp | 25.83%+19.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,624 | $3,270-50.3% | $5,467-70.3% | $4,194-61.3% |
| Admin fee / account holder | $527 | $5,879-91.0% | $16,047-96.7% | $7,856-93.3% |