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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 | $4,130 | $181,062-97.7% | $158,223-97.4% | $155,188-97.3% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 34.92% | 57.39%-22.5pp | 52.09%-17.2pp | 148.84%-113.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,155 | $6,134-64.9% | $5,467-60.6% | $6,531-67.0% |
| Admin fee / account holder | $391 | $18,825-97.9% | $16,047-97.6% | $14,480-97.3% |