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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 | $3,151 | $94,749-96.7% | $112,899-97.2% | $139,466-97.7% |
| Participation rate | 90.9% | 81.3%+9.6pp | 80.5%+10.4pp | 80.3%+10.6pp |
| Annual return | 19.51% | 40.92%-21.4pp | 34.11%-14.6pp | 373.66%-354.1pp |
| Employer contribution / active EE | $542 | $4,630-88.3% | $4,566-88.1% | $4,754-88.6% |
| Participant deferral / active EE | $2,447 | $6,517-62.5% | $6,516-62.5% | $6,712-63.5% |
| Admin fee / account holder | $1,004 | $8,530-88.2% | $7,047-85.8% | $11,409-91.2% |