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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 | $4,509 | $134,817-96.7% | $123,973-96.4% | $155,188-97.1% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.7%+16.2pp | 80.8%+12.1pp |
| Annual return | 29.65% | 515.49%-485.8pp | 388.13%-358.5pp | 148.84%-119.2pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,494 | $5,706-56.3% | $5,247-52.5% | $6,531-61.8% |
| Admin fee / account holder | $2,071 | $13,245-84.4% | $11,799-82.4% | $14,480-85.7% |