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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 | $10,714 | $180,466-94.1% | $154,114-93.0% | $135,382-92.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.91% | 888.15%-881.2pp | 735.16%-728.3pp | 519.77%-512.9pp |
| Employer contribution / active EE | $997 | $6,035-83.5% | $5,298-81.2% | $4,779-79.1% |
| Participant deferral / active EE | $4,327 | $5,806-25.5% | $5,081-14.8% | $5,609-22.9% |
| Admin fee / account holder | $754 | $16,144-95.3% | $13,411-94.4% | $10,829-93.0% |