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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 | $6,206 | $174,379-96.4% | $152,093-95.9% | $138,895-95.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.05% | 74.86%-52.8pp | 66.36%-44.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $842 | $4,652-81.9% | $4,175-79.8% | $4,194-79.9% |
| Participant deferral / active EE | $2,263 | $6,159-63.3% | $5,451-58.5% | $6,396-64.6% |
| Admin fee / account holder | $1,687 | $16,880-90.0% | $14,497-88.4% | $12,562-86.6% |