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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 | $6,397 | $77,962-91.8% | $178,540-96.4% | $80,935-92.1% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.7%+12.3pp |
| Annual return | 13.62% | 18.10%-4.5pp | 27.15%-13.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,914 | $4,404+34.3% | $6,281-5.8% | $4,299+37.5% |
| Admin fee / account holder | $872 | $7,156-87.8% | $10,424-91.6% | $6,924-87.4% |