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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 | $10,320 | $101,950-89.9% | $125,529-91.8% | $86,983-88.1% |
| Participation rate | 78.4% | 70.2%+8.2pp | 74.7%+3.7pp | 69.5%+8.8pp |
| Annual return | 15.57% | 18.29%-2.7pp | 202.56%-187.0pp | 25.83%-10.3pp |
| Employer contribution / active EE | $433 | $2,358-81.7% | $3,058-85.9% | $2,584-83.3% |
| Participant deferral / active EE | $1,770 | $3,862-54.2% | $4,813-63.2% | $4,194-57.8% |
| Admin fee / account holder | $1,417 | $12,791-88.9% | $16,298-91.3% | $7,856-82.0% |