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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 | $14,770 | $101,591-85.5% | $147,096-90.0% | $74,429-80.2% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 13.03% | 8746.45%-8733.4pp | 419.75%-406.7pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $516 | $3,813-86.5% | $4,936-89.5% | $2,625-80.3% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $908 | $1,750-48.1% | $13,005-93.0% | $1,944-53.3% |