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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 | $8,973 | $40,275-77.7% | $57,356-84.4% | $59,633-85.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.66% | 27.52%-28.2pp | 24.41%-25.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $42 | $1,921-97.8% | $2,689-98.4% | $2,203-98.1% |
| Participant deferral / active EE | $1,474 | $2,400-38.6% | $3,162-53.4% | $3,192-53.8% |
| Admin fee / account holder | $1,631 | $2,820-42.2% | $3,357-51.4% | $4,297-62.0% |