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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 | $22,787 | $110,547-79.4% | $102,492-77.8% | $338,137-93.3% |
| Participation rate | 100.0% | 17.2%+82.8pp | 12.2%+87.8pp | 43.9%+56.1pp |
| Annual return | 3.72% | 3.50%+0.2pp | 5.16%-1.4pp | 13.05%-9.3pp |
| Employer contribution / active EE | $2,168 | $33,932-93.6% | $26,442-91.8% | $37,651-94.2% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $307 | $22,109-98.6% | $16,625-98.2% | $30,946-99.0% |