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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 | $3,319 | $81,358-95.9% | $155,556-97.9% | $80,959-95.9% |
| Participation rate | 81.0% | 66.3%+14.7pp | 78.2%+2.7pp | 67.7%+13.3pp |
| Annual return | 13.44% | 33.39%-19.9pp | 64.84%-51.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,265 | $3,455-34.5% | $5,631-59.8% | $4,300-47.3% |
| Admin fee / account holder | $1,134 | $7,994-85.8% | $15,885-92.9% | $6,925-83.6% |