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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 | $11,611 | $85,766-86.5% | $136,298-91.5% | $70,126-83.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 46.16% | 31.46%+14.7pp | 5156.27%-5110.1pp | 73.15%-27.0pp |
| Employer contribution / active EE | $390 | $2,966-86.9% | $4,696-91.7% | $2,343-83.4% |
| Participant deferral / active EE | $7,157 | $5,051+41.7% | $6,247+14.6% | $3,332+114.8% |
| Admin fee / account holder | $805 | $5,421-85.1% | $9,244-91.3% | $4,645-82.7% |