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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 | $10,782 | $176,105-93.9% | $159,474-93.2% | $167,536-93.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.17% | 331.91%-318.7pp | 263.68%-250.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $352 | $5,299-93.4% | $4,831-92.7% | $4,839-92.7% |
| Participant deferral / active EE | $2,747 | $7,751-64.6% | $7,353-62.6% | $6,342-56.7% |
| Admin fee / account holder | $1,461 | $12,559-88.4% | $10,802-86.5% | $12,315-88.1% |