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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 | $32,672 | $128,603-74.6% | $197,124-83.4% | $67,986-51.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 43.83% | 23.77%+20.1pp | 44.34%-0.5pp | 31.67%+12.2pp |
| Employer contribution / active EE | $3 | $4,379-99.9% | $6,227-99.9% | $2,019-99.8% |
| Participant deferral / active EE | $6,458 | $6,840-5.6% | $9,135-29.3% | $3,358+92.3% |
| Admin fee / account holder | $2,940 | $3,035-3.1% | $16,298-82.0% | $3,203-8.2% |