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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 | $1,956 | $100,194-98.0% | $122,979-98.4% | $86,983-97.8% |
| Participation rate | 78.6% | 73.0%+5.6pp | 77.2%+1.4pp | 69.5%+9.0pp |
| Annual return | 0.00% | 16.47%-16.5pp | 20.12%-20.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,261 | $4,133-45.3% | $5,003-54.8% | $4,194-46.1% |
| Admin fee / account holder | $357 | $10,148-96.5% | $12,864-97.2% | $7,856-95.5% |