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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 | $7,313 | $77,817-90.6% | $123,553-94.1% | $64,173-88.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 11.73% | 12.49%-0.8pp | 119.21%-107.5pp | 7.63%+4.1pp |
| Employer contribution / active EE | $470 | $3,014-84.4% | $4,628-89.8% | $2,381-80.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $361 | $5,519-93.5% | $9,284-96.1% | $4,887-92.6% |