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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 | $17,077 | $159,978-89.3% | $147,041-88.4% | $145,978-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.52% | 98.36%-87.8pp | 419.21%-408.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $683 | $5,288-87.1% | $4,935-86.2% | $4,662-85.4% |
| Participant deferral / active EE | $4,926 | $8,429-41.6% | $8,071-39.0% | $6,690-26.4% |
| Admin fee / account holder | $1,662 | $15,053-89.0% | $13,006-87.2% | $13,400-87.6% |