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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 | $28,608 | $71,001-59.7% | $50,647-43.5% | $71,001-59.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 86.9%+13.1pp | 68.0%+32.0pp |
| Annual return | 5.94% | 11.49%-5.5pp | 12.71%-6.8pp | 11.49%-5.5pp |
| Employer contribution / active EE | $1,640 | $16,488-90.1% | $2,036-19.4% | $16,488-90.1% |
| Participant deferral / active EE | $1,640 | $1,342+22.2% | $1,693-3.1% | $1,342+22.2% |
| Admin fee / account holder | $629 | $2,971-78.8% | $187+236.3% | $2,971-78.8% |