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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 | $4,683 | $78,690-94.0% | $161,489-97.1% | $87,485-94.6% |
| Participation rate | 88.9% | 67.5%+21.4pp | 78.7%+10.2pp | 68.9%+20.0pp |
| Annual return | 16.02% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $321 | $2,588-87.6% | $4,268-92.5% | $2,596-87.7% |
| Participant deferral / active EE | $1,362 | $3,311-58.9% | $5,630-75.8% | $4,274-68.1% |
| Admin fee / account holder | $800 | $6,724-88.1% | $16,006-95.0% | $7,775-89.7% |