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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 | $8,820 | $93,598-90.6% | $135,974-93.5% | $75,173-88.3% |
| Participation rate | 89.9% | 75.2%+14.7pp | 81.9%+8.0pp | 67.2%+22.7pp |
| Annual return | 44.39% | 30.89%+13.5pp | 68.30%-23.9pp | 160.72%-116.3pp |
| Employer contribution / active EE | $285 | $3,538-91.9% | $4,859-94.1% | $2,671-89.3% |
| Participant deferral / active EE | $4,385 | $6,405-31.5% | $7,760-43.5% | $4,126+6.3% |
| Admin fee / account holder | $2,001 | $6,978-71.3% | $10,767-81.4% | $5,651-64.6% |