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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 | $5,154 | $166,268-96.9% | $165,100-96.9% | $145,897-96.5% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 23.43% | 100.52%-77.1pp | 70.21%-46.8pp | 552.29%-528.9pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,392 | $6,964-65.7% | $6,035-60.4% | $6,689-64.2% |
| Admin fee / account holder | $352 | $16,659-97.9% | $12,696-97.2% | $13,390-97.4% |