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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 | $17,343 | $227,399-92.4% | $189,758-90.9% | $198,609-91.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.75% | 61.03%-43.3pp | 52.62%-34.9pp | 202.70%-184.9pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,734 | $6,837-45.4% | $5,856-36.2% | $6,977-46.5% |
| Admin fee / account holder | $1,102 | $25,162-95.6% | $20,388-94.6% | $19,030-94.2% |