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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 | $44,992 | $82,816-45.7% | $145,218-69.0% | $105,125-57.2% |
| Participation rate | 100.0% | 12.6%+87.4pp | 20.5%+79.5pp | 14.6%+85.4pp |
| Annual return | 6.86% | -1.32%+8.2pp | -0.67%+7.5pp | 10.56%-3.7pp |
| Employer contribution / active EE | $641 | $18,687-96.6% | $31,731-98.0% | $13,643-95.3% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $4,786 | $2,719+76.0% | $28,383-83.1% | $3,354+42.7% |