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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 | $1,158 | $100,279-98.8% | $81,353-98.6% | $145,884-99.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 32.59% | 34.49%-1.9pp | 24.82%+7.8pp | 551.85%-519.3pp |
| Employer contribution / active EE | $144 | $2,979-95.2% | $2,464-94.2% | $4,662-96.9% |
| Participant deferral / active EE | $4,824 | $4,611+4.6% | $3,885+24.2% | $6,690-27.9% |
| Admin fee / account holder | $3,167 | $8,206-61.4% | $5,766-45.1% | $13,392-76.3% |