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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 | $2,715 | $182,442-98.5% | $163,379-98.3% | $138,895-98.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 23.51% | 72.74%-49.2pp | 63.41%-39.9pp | 145.39%-121.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,638 | $6,817-32.0% | $6,282-26.2% | $6,396-27.5% |
| Admin fee / account holder | $21,767 | $10,396+109.4% | $9,818+121.7% | $12,562+73.3% |