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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 | $4,724 | $142,354-96.7% | $125,529-96.2% | $155,188-97.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.7%+16.9pp | 80.8%+10.9pp |
| Annual return | 21.04% | 306.06%-285.0pp | 202.56%-181.5pp | 148.84%-127.8pp |
| Employer contribution / active EE | $397 | $3,501-88.6% | $3,058-87.0% | $4,248-90.6% |
| Participant deferral / active EE | $1,720 | $5,491-68.7% | $4,813-64.3% | $6,531-73.7% |
| Admin fee / account holder | $848 | $19,392-95.6% | $16,298-94.8% | $14,480-94.1% |