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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 | $5,686 | $97,550-94.2% | $120,344-95.3% | $87,485-93.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.7%+12.2pp | 68.9%+20.0pp |
| Annual return | 33.88% | 18.41%+15.5pp | 20.30%+13.6pp | 26.06%+7.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,687 | $4,230-12.8% | $5,135-28.2% | $4,274-13.7% |
| Admin fee / account holder | $486 | $9,543-94.9% | $12,742-96.2% | $7,775-93.8% |