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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 | $16,742 | $78,197-78.6% | $98,090-82.9% | $82,637-79.7% |
| Participation rate | 79.4% | 77.5%+1.9pp | 81.5%-2.1pp | 68.1%+11.4pp |
| Annual return | 0.00% | 40.25%-40.2pp | 37.05%-37.0pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,034 | $6,636+21.1% | $7,845+2.4% | $4,126+94.7% |
| Admin fee / account holder | $539 | $14,832-96.4% | $11,815-95.4% | $7,339-92.7% |