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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 | $8,012 | $91,086-91.2% | $203,872-96.1% | $86,983-90.8% |
| Participation rate | 85.5% | 65.8%+19.7pp | 77.8%+7.7pp | 69.5%+16.0pp |
| Annual return | 24.11% | 22.30%+1.8pp | 85.11%-61.0pp | 25.83%-1.7pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,888 | $4,019-28.1% | $6,388-54.8% | $4,194-31.1% |
| Admin fee / account holder | $6,868 | $8,987-23.6% | $11,730-41.5% | $7,856-12.6% |