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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 | $141,741 | $162,803-12.9% | $473,625-70.1% | $285,997-50.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.8%+44.2pp |
| Annual return | 5.34% | 17.22%-11.9pp | 20.18%-14.8pp | 24.44%-19.1pp |
| Employer contribution / active EE | $3,500 | $35,410-90.1% | $29,108-88.0% | $41,348-91.5% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $1,319 | $1,223+7.8% | $2,262-41.7% | $22,013-94.0% |