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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 | $7,310 | $60,119-87.8% | $90,430-91.9% | $79,858-90.8% |
| Participation rate | 96.4% | 65.0%+31.5pp | 72.7%+23.7pp | 69.6%+26.8pp |
| Annual return | 29.72% | 71.94%-42.2pp | 1293.73%-1264.0pp | 31.72%-2.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,111 | $2,938-28.1% | $3,963-46.7% | $3,740-43.6% |
| Admin fee / account holder | $407 | $3,976-89.8% | $5,613-92.7% | $5,306-92.3% |