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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 | $25,111 | $96,052-73.9% | $118,106-78.7% | $87,485-71.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | 17.11% | 24.16%-7.0pp | 19.44%-2.3pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,000 | $3,939-74.6% | $4,698-78.7% | $2,596-61.5% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $6,619-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,103 | $7,618-85.5% | $8,973-87.7% | $7,775-85.8% |