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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 | $6,419 | $78,690-91.8% | $161,489-96.0% | $87,485-92.7% |
| Participation rate | 83.1% | 67.5%+15.6pp | 78.7%+4.4pp | 68.9%+14.2pp |
| Annual return | 22.04% | 32.74%-10.7pp | 89.72%-67.7pp | 26.06%-4.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,855 | $3,311+16.4% | $5,630-31.5% | $4,274-9.8% |
| Admin fee / account holder | $603 | $6,724-91.0% | $16,006-96.2% | $7,775-92.2% |