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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 | $9,288 | $71,353-87.0% | $92,805-90.0% | $86,983-89.3% |
| Participation rate | 88.7% | 80.9%+7.8pp | 83.5%+5.2pp | 69.5%+19.1pp |
| Annual return | 88.26% | 44.68%+43.6pp | 31.59%+56.7pp | 25.83%+62.4pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,584 | $6,966-34.2% | $8,448-45.7% | $4,194+9.3% |
| Admin fee / account holder | $412 | $6,099-93.2% | $10,911-96.2% | $7,856-94.8% |