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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 | $9,208 | $134,817-93.2% | $123,973-92.6% | $155,188-94.1% |
| Participation rate | 95.5% | 79.4%+16.1pp | 76.7%+18.8pp | 80.8%+14.7pp |
| Annual return | 18.99% | 515.49%-496.5pp | 388.13%-369.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $363 | $4,425-91.8% | $4,126-91.2% | $4,248-91.5% |
| Participant deferral / active EE | $2,605 | $5,706-54.3% | $5,247-50.3% | $6,531-60.1% |
| Admin fee / account holder | $763 | $13,245-94.2% | $11,799-93.5% | $14,480-94.7% |