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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 | $12,386 | $116,190-89.3% | $93,614-86.8% | $152,885-91.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 13.50% | 35.96%-22.5pp | 32.76%-19.3pp | 345.39%-331.9pp |
| Employer contribution / active EE | $17 | $3,219-99.5% | $2,718-99.4% | $4,763-99.6% |
| Participant deferral / active EE | $1,694 | $4,604-63.2% | $4,069-58.4% | $5,851-71.1% |
| Admin fee / account holder | $301 | $10,749-97.2% | $7,889-96.2% | $11,598-97.4% |