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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 | $22 | $212,386-100.0% | $199,883-100.0% | $138,895-100.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.33% | 47.75%-26.4pp | 43.81%-22.5pp | 145.39%-124.1pp |
| Employer contribution / active EE | $887 | $6,625-86.6% | $6,261-85.8% | $4,194-78.9% |
| Participant deferral / active EE | $7,432 | $9,617-22.7% | $9,138-18.7% | $6,396+16.2% |
| Admin fee / account holder | $613,732 | $18,233+3266.0% | $17,268+3454.2% | $12,562+4785.6% |