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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 | $14,703 | $210,510-93.0% | $153,500-90.4% | $145,877-89.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.01% | 13.45%-1.4pp | 15.70%-3.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $882 | $6,052-85.4% | $5,039-82.5% | $4,663-81.1% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,114 | $19,455-89.1% | $12,736-83.4% | $13,402-84.2% |