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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 | $7,823 | $87,106-91.0% | $105,607-92.6% | $80,935-90.3% |
| Participation rate | 70.3% | 70.4%-0.2pp | 75.3%-5.0pp | 67.7%+2.6pp |
| Annual return | 14.75% | 17.01%-2.3pp | 116.11%-101.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $467 | $2,396-80.5% | $3,167-85.2% | $2,757-83.0% |
| Participant deferral / active EE | $1,938 | $3,986-51.4% | $5,011-61.3% | $4,299-54.9% |
| Admin fee / account holder | $910 | $8,447-89.2% | $10,958-91.7% | $6,924-86.9% |