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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 | $19,612 | $81,504-75.9% | $102,437-80.9% | $80,959-75.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.94% | 25.60%-14.7pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $707 | $3,104-77.2% | $3,871-81.7% | $2,757-74.4% |
| Participant deferral / active EE | $2,066 | $3,871-46.6% | $5,060-59.2% | $4,300-52.0% |
| Admin fee / account holder | $870 | $6,719-87.0% | $8,388-89.6% | $6,925-87.4% |