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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 | $1,399 | $101,618-98.6% | $93,063-98.5% | $137,256-99.0% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 16.42% | 223.95%-207.5pp | 34.15%-17.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,060 | $4,279-75.2% | $3,958-73.2% | $6,407-83.5% |
| Admin fee / account holder | $656 | $6,198-89.4% | $6,033-89.1% | $12,270-94.7% |