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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 | $31,625 | $39,669-20.3% | $329,695-90.4% | $52,198-39.4% |
| Participation rate | 100.0% | 26.5%+73.5pp | 43.4%+56.6pp | 11.0%+89.0pp |
| Annual return | 20.90% | 8.12%+12.8pp | 9.82%+11.1pp | 8.21%+12.7pp |
| Employer contribution / active EE | $998 | $16,766-94.0% | $30,322-96.7% | $13,841-92.8% |
| Participant deferral / active EE | $1,930 | $33+5688.4% | $66+2810.9% | $62+3032.0% |
| Admin fee / account holder | $1,093 | $435+151.2% | $53,840-98.0% | $1,652-33.9% |