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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 | $9,613 | $209,336-95.4% | $197,124-95.1% | $137,256-93.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.82% | 48.09%-33.3pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $368 | $6,591-94.4% | $6,227-94.1% | $4,156-91.1% |
| Participant deferral / active EE | $4,320 | $9,614-55.1% | $9,135-52.7% | $6,407-32.6% |
| Admin fee / account holder | $2,399 | $17,308-86.1% | $16,298-85.3% | $12,270-80.4% |