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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 | $14,909 | $183,539-91.9% | $155,556-90.4% | $145,897-89.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.97% | 61.31%-41.3pp | 64.84%-44.9pp | 552.29%-532.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,623 | $6,467+157.0% | $5,631+195.2% | $6,689+148.5% |
| Admin fee / account holder | $590 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |