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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 | $13,285 | $202,342-93.4% | $172,752-92.3% | $152,897-91.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.47% | 1029.83%-1015.4pp | 802.97%-788.5pp | 345.43%-331.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,761 | $5,948-53.6% | $5,198-46.9% | $5,851-52.8% |
| Admin fee / account holder | $350 | $17,111-98.0% | $13,955-97.5% | $11,599-97.0% |