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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 | $4,430 | $77,358-94.3% | $102,184-95.7% | $87,485-94.9% |
| Participation rate | 95.6% | 78.7%+16.9pp | 82.6%+13.0pp | 68.9%+26.6pp |
| Annual return | 43.16% | 41.11%+2.1pp | 31.58%+11.6pp | 26.06%+17.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,302 | $6,753-51.1% | $8,309-60.3% | $4,274-22.7% |
| Admin fee / account holder | $430 | $6,809-93.7% | $11,609-96.3% | $7,775-94.5% |