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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 | $7,971 | $103,038-92.3% | $90,324-91.2% | $152,909-94.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 12.13% | 95.25%-83.1pp | 78.15%-66.0pp | 345.46%-333.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,605 | $4,282-62.5% | $3,885-58.7% | $5,851-72.6% |
| Admin fee / account holder | $801 | $6,177-87.0% | $5,356-85.0% | $11,601-93.1% |