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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 | $107,733-97.8% | $92,985-97.5% | $154,746-98.5% |
| Participation rate | 87.5% | 74.6%+12.9pp | 69.5%+18.0pp | 80.7%+6.8pp |
| Annual return | 20.58% | 30.39%-9.8pp | 27.99%-7.4pp | 172.34%-151.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,691 | $5,053-46.7% | $4,377-38.5% | $6,730-60.0% |
| Admin fee / account holder | $708 | $11,369-93.8% | $9,463-92.5% | $14,365-95.1% |