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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 | $15,649 | $77,358-79.8% | $102,184-84.7% | $87,485-82.1% |
| Participation rate | 88.3% | 78.7%+9.7pp | 82.6%+5.7pp | 68.9%+19.4pp |
| Annual return | 0.00% | 41.11%-41.1pp | 31.58%-31.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,536 | $6,753-18.0% | $8,309-33.4% | $4,274+29.6% |
| Admin fee / account holder | $825 | $6,809-87.9% | $11,609-92.9% | $7,775-89.4% |