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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 | $11,452 | $71,878-84.1% | $86,698-86.8% | $68,486-83.3% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -13.10% | 3.53%-16.6pp | 35.95%-49.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,019 | $3,779-20.1% | $4,656-35.2% | $4,028-25.0% |
| Admin fee / account holder | $6,792 | $6,113+11.1% | $7,493-9.4% | $5,404+25.7% |