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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 | $9,350 | $99,011-90.6% | $86,582-89.2% | $147,586-93.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.67% | 1312.75%-1301.1pp | 965.08%-953.4pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,289 | $3,972-67.5% | $3,609-64.3% | $5,439-76.3% |
| Admin fee / account holder | $977 | $5,709-82.9% | $4,904-80.1% | $10,886-91.0% |