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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 | $6,320 | $213,785-97.0% | $185,441-96.6% | $155,188-95.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.86% | 19.97%-4.1pp | 20.16%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,805 | $6,864-59.1% | $6,152-54.4% | $6,531-57.1% |
| Admin fee / account holder | $955 | $21,134-95.5% | $17,890-94.7% | $14,480-93.4% |