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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 | $15,771 | $124,425-87.3% | $112,040-85.9% | $137,256-88.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.36% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $682 | $3,411-80.0% | $2,954-76.9% | $4,156-83.6% |
| Participant deferral / active EE | $2,726 | $5,718-52.3% | $5,098-46.5% | $6,407-57.5% |
| Admin fee / account holder | $751 | $15,207-95.1% | $12,098-93.8% | $12,270-93.9% |