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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 | $6,815 | $110,083-93.8% | $151,645-95.5% | $68,490-90.1% |
| Participation rate | 82.9% | 84.0%-1.1pp | 87.5%-4.6pp | 67.9%+15.0pp |
| Annual return | 28.27% | -10.12%+38.4pp | 3.34%+24.9pp | -7.85%+36.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,243 | $6,526+41.6% | $8,363+10.5% | $4,028+129.5% |
| Admin fee / account holder | $3,072 | $7,718-60.2% | $11,614-73.5% | $5,403-43.1% |