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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 | $3,606 | $95,415-96.2% | $185,851-98.1% | $85,851-95.8% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 18.36% | 23.59%-5.2pp | 122.11%-103.7pp | 318.63%-300.3pp |
| Employer contribution / active EE | $331 | $3,314-90.0% | $5,168-93.6% | $2,565-87.1% |
| Participant deferral / active EE | $1,199 | $3,424-65.0% | $5,569-78.5% | $3,952-69.7% |
| Admin fee / account holder | $317 | $7,215-95.6% | $16,245-98.1% | $6,261-94.9% |