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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 | $8,256 | $111,814-92.6% | $103,378-92.0% | $145,978-94.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.16% | 24.80%+0.4pp | 24.91%+0.3pp | 550.52%-525.4pp |
| Employer contribution / active EE | $743 | $4,215-82.4% | $3,870-80.8% | $4,662-84.1% |
| Participant deferral / active EE | $5,443 | $5,618-3.1% | $5,058+7.6% | $6,690-18.6% |
| Admin fee / account holder | $2,212 | $9,764-77.3% | $8,401-73.7% | $13,400-83.5% |