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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 | $2,020 | $116,167-98.3% | $64,489-96.9% | $137,256-98.5% |
| Participation rate | 77.3% | 68.2%+9.1pp | 67.7%+9.6pp | 80.0%-2.7pp |
| Annual return | 19.01% | 36.55%-17.5pp | 55.03%-36.0pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $972 | $4,215-76.9% | $2,778-65.0% | $6,407-84.8% |
| Admin fee / account holder | $799 | $6,188-87.1% | $4,260-81.2% | $12,270-93.5% |