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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 | $486 | $37,156-98.7% | $83,854-99.4% | $86,983-99.4% |
| Participation rate | 96.3% | 49.1%+47.2pp | 59.1%+37.2pp | 69.5%+26.8pp |
| Annual return | 17.14% | 29.88%-12.7pp | 31.39%-14.3pp | 25.83%-8.7pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $842 | $1,418-40.6% | $2,035-58.6% | $4,194-79.9% |
| Admin fee / account holder | $470 | $2,510-81.3% | $3,197-85.3% | $7,856-94.0% |