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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 | $5,997 | $125,237-95.2% | $105,608-94.3% | $145,877-95.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.00% | 225.76%-213.8pp | 116.50%-104.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $83 | $3,720-97.8% | $3,167-97.4% | $4,663-98.2% |
| Participant deferral / active EE | $3,618 | $5,711-36.6% | $5,010-27.8% | $6,691-45.9% |
| Admin fee / account holder | $489 | $17,287-97.2% | $11,028-95.6% | $13,402-96.4% |