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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 | $9,150 | $99,875-90.8% | $146,866-93.8% | $86,983-89.5% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 19.14% | 28.10%-9.0pp | 102.85%-83.7pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,249 | $6,322-48.6% | $7,759-58.1% | $4,194-22.5% |
| Admin fee / account holder | $691 | $7,838-91.2% | $13,620-94.9% | $7,856-91.2% |