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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 | $2,341 | $172,111-98.6% | $150,298-98.4% | $137,256-98.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.52% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $693 | $4,636-85.1% | $4,154-83.3% | $4,156-83.3% |
| Participant deferral / active EE | $2,426 | $6,166-60.7% | $5,453-55.5% | $6,407-62.1% |
| Admin fee / account holder | $9,318 | $16,471-43.4% | $14,116-34.0% | $12,270-24.1% |