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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 | $2,334 | $87,166-97.3% | $76,735-97.0% | $137,256-98.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 20.58% | 26.50%-5.9pp | 29.77%-9.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,691 | $4,726-43.1% | $4,088-34.2% | $6,407-58.0% |
| Admin fee / account holder | $708 | $8,403-91.6% | $7,189-90.2% | $12,270-94.2% |