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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 | $9,356 | $71,215-86.9% | $93,696-90.0% | $80,935-88.4% |
| Participation rate | 81.6% | 60.4%+21.2pp | 68.7%+12.9pp | 67.7%+13.9pp |
| Annual return | 12.32% | 11.27%+1.0pp | 133.74%-121.4pp | 35.66%-23.3pp |
| Employer contribution / active EE | $351 | $1,565-77.6% | $2,422-85.5% | $2,757-87.3% |
| Participant deferral / active EE | $2,891 | $4,037-28.4% | $4,417-34.5% | $4,299-32.8% |
| Admin fee / account holder | $1,380 | $6,958-80.2% | $8,287-83.3% | $6,924-80.1% |