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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 | $5,121 | $90,400-94.3% | $186,193-97.2% | $87,485-94.1% |
| Participation rate | 87.9% | 66.2%+21.7pp | 77.1%+10.8pp | 68.9%+18.9pp |
| Annual return | 16.47% | 22.15%-5.7pp | 78.03%-61.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,174 | $4,330-49.8% | $6,513-66.6% | $4,274-49.1% |
| Admin fee / account holder | $2,284 | $8,673-73.7% | $11,058-79.3% | $7,775-70.6% |