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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 | $4,394 | $106,974-95.9% | $90,796-95.2% | $138,895-96.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 15.47% | 20.10%-4.6pp | 19.29%-3.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,806 | $4,455-37.0% | $3,822-26.6% | $6,396-56.1% |
| Admin fee / account holder | $4,634 | $8,626-46.3% | $7,024-34.0% | $12,562-63.1% |