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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 | $5,926 | $100,262-94.1% | $81,370-92.7% | $145,897-95.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 45.31% | 34.52%+10.8pp | 24.85%+20.5pp | 552.29%-507.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,166 | $4,612+55.4% | $3,885+84.4% | $6,689+7.1% |
| Admin fee / account holder | $373 | $8,163-95.4% | $5,749-93.5% | $13,390-97.2% |