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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 | $5,374 | $134,817-96.0% | $123,973-95.7% | $155,188-96.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.7%+13.3pp | 80.8%+9.2pp |
| Annual return | 17.07% | 515.49%-498.4pp | 388.13%-371.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $601 | $4,425-86.4% | $4,126-85.4% | $4,248-85.8% |
| Participant deferral / active EE | $1,816 | $5,706-68.2% | $5,247-65.4% | $6,531-72.2% |
| Admin fee / account holder | $916 | $13,245-93.1% | $11,799-92.2% | $14,480-93.7% |