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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 | $6,212 | $148,623-95.8% | $135,974-95.4% | $139,466-95.5% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 36.03% | 79.30%-43.3pp | 68.30%-32.3pp | 373.66%-337.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,247 | $8,103-35.2% | $7,760-32.4% | $6,712-21.8% |
| Admin fee / account holder | $1,678 | $12,406-86.5% | $10,767-84.4% | $11,409-85.3% |