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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 | $16,397 | $95,975-82.9% | $74,549-78.0% | $135,379-87.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 76.76% | 56.96%+19.8pp | 32.53%+44.2pp | 519.79%-443.0pp |
| Employer contribution / active EE | $208 | $2,716-92.3% | $1,961-89.4% | $4,779-95.6% |
| Participant deferral / active EE | $832 | $3,844-78.4% | $3,108-73.2% | $5,609-85.2% |
| Admin fee / account holder | $8,293 | $6,522+27.2% | $5,059+63.9% | $10,828-23.4% |