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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 | $3,839 | $77,358-95.0% | $102,184-96.2% | $87,485-95.6% |
| Participation rate | 75.0% | 78.7%-3.7pp | 82.6%-7.6pp | 68.9%+6.1pp |
| Annual return | 44.59% | 41.11%+3.5pp | 31.58%+13.0pp | 26.06%+18.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,472 | $6,753-48.6% | $8,309-58.2% | $4,274-18.7% |
| Admin fee / account holder | $1,231 | $6,809-81.9% | $11,609-89.4% | $7,775-84.2% |