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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 | $4,861 | $78,690-93.8% | $161,489-97.0% | $87,485-94.4% |
| Participation rate | 93.1% | 67.5%+25.6pp | 78.7%+14.4pp | 68.9%+24.2pp |
| Annual return | 20.07% | 32.74%-12.7pp | 89.72%-69.6pp | 26.06%-6.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,141 | $3,311-35.3% | $5,630-62.0% | $4,274-49.9% |
| Admin fee / account holder | $1,262 | $6,724-81.2% | $16,006-92.1% | $7,775-83.8% |