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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 | $8,792 | $93,589-90.6% | $135,942-93.5% | $75,181-88.3% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.5pp | 67.2%+21.3pp |
| Annual return | 27.37% | 30.90%-3.5pp | 68.28%-40.9pp | 160.69%-133.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,235 | $6,405-2.7% | $7,759-19.6% | $4,126+51.1% |
| Admin fee / account holder | $1,748 | $6,977-74.9% | $10,764-83.8% | $5,650-69.1% |