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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 | $7,094 | $166,020-95.7% | $164,866-95.7% | $145,959-95.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.39% | 100.08%-85.7pp | 69.97%-55.6pp | 561.95%-547.6pp |
| Employer contribution / active EE | $353 | $5,275-93.3% | $4,343-91.9% | $4,661-92.4% |
| Participant deferral / active EE | $4,113 | $6,961-40.9% | $6,033-31.8% | $6,689-38.5% |
| Admin fee / account holder | $614 | $16,644-96.3% | $12,689-95.2% | $13,398-95.4% |