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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 | $8,500 | $154,228-94.5% | $145,433-94.2% | $137,256-93.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 41.61% | 74.59%-33.0pp | 66.58%-25.0pp | 220.34%-178.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,402 | $8,216-58.6% | $7,897-56.9% | $6,407-46.9% |
| Admin fee / account holder | $422 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |