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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 | $8,750 | $118,467-92.6% | $98,450-91.1% | $139,456-93.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 32.74% | 18.95%+13.8pp | 21.16%+11.6pp | 373.45%-340.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,869 | $5,393+64.4% | $4,739+87.2% | $6,711+32.1% |
| Admin fee / account holder | $353 | $14,057-97.5% | $8,961-96.1% | $11,407-96.9% |