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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 | $9,610 | $166,242-94.2% | $165,071-94.2% | $145,884-93.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.06% | 100.44%-88.4pp | 70.17%-58.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $858 | $5,283-83.8% | $4,347-80.3% | $4,662-81.6% |
| Participant deferral / active EE | $4,024 | $6,964-42.2% | $6,035-33.3% | $6,690-39.9% |
| Admin fee / account holder | $7,290 | $16,658-56.2% | $12,695-42.6% | $13,392-45.6% |