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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 | $22,251 | $217,432-89.8% | $185,849-88.0% | $167,536-86.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.84% | 148.42%-137.6pp | 122.10%-111.3pp | 478.82%-468.0pp |
| Employer contribution / active EE | $237 | $5,875-96.0% | $5,169-95.4% | $4,839-95.1% |
| Participant deferral / active EE | $9,885 | $6,357+55.5% | $5,569+77.5% | $6,342+55.9% |
| Admin fee / account holder | $517 | $19,818-97.4% | $16,244-96.8% | $12,315-95.8% |