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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 | $40,931 | $81,873-50.0% | $306,246-86.6% | $282,865-85.5% |
| Participation rate | 100.0% | 43.6%+56.4pp | 62.9%+37.1pp | 12.4%+87.6pp |
| Annual return | 11.00% | 10.02%+1.0pp | 35.15%-24.2pp | 9.89%+1.1pp |
| Employer contribution / active EE | $1,413 | $18,708-92.4% | $46,389-97.0% | $14,313-90.1% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $1,510 | $470+221.5% | $4,448-66.0% | $9,084-83.4% |