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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 | $1,522 | $94,439-98.4% | $73,658-97.9% | $154,746-99.0% |
| Participation rate | 87.5% | 64.7%+22.8pp | 57.0%+30.5pp | 80.7%+6.8pp |
| Annual return | 28.82% | 28.25%+0.6pp | 29.72%-0.9pp | 172.34%-143.5pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,373 | $2,527-45.7% | $2,062-33.4% | $6,730-79.6% |
| Admin fee / account holder | $326 | $3,843-91.5% | $3,357-90.3% | $14,365-97.7% |