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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 | $9,639 | $83,427-88.4% | $115,756-91.7% | $68,486-85.9% |
| Participation rate | 78.1% | 71.9%+6.2pp | 77.1%+1.0pp | 67.9%+10.2pp |
| Annual return | -9.34% | -10.95%+1.6pp | 143.14%-152.5pp | -7.85%-1.5pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,703 | $5,355-30.8% | $6,254-40.8% | $4,028-8.1% |
| Admin fee / account holder | $1,335 | $5,708-76.6% | $8,124-83.6% | $5,404-75.3% |