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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 | $2,543 | $182,442-98.6% | $163,379-98.4% | $138,895-98.2% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.8%+9.8pp | 79.9%+6.7pp |
| Annual return | 12.56% | 72.74%-60.2pp | 63.41%-50.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,381 | $6,817-79.7% | $6,282-78.0% | $6,396-78.4% |
| Admin fee / account holder | $366 | $10,396-96.5% | $9,818-96.3% | $12,562-97.1% |