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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 | $2,843 | $107,809-97.4% | $97,032-97.1% | $155,188-98.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 71.6%+14.1pp | 80.8%+4.9pp |
| Annual return | 20.64% | 38.06%-17.4pp | 35.38%-14.7pp | 148.84%-128.2pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,025 | $5,129-60.5% | $4,672-56.7% | $6,531-69.0% |
| Admin fee / account holder | $831 | $10,717-92.3% | $9,418-91.2% | $14,480-94.3% |