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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 | $11,957 | $142,459-91.6% | $110,523-89.2% | $237,064-95.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 47.6%+52.4pp | 45.6%+54.4pp |
| Annual return | 2.95% | 0.75%+2.2pp | 1.69%+1.3pp | 4.16%-1.2pp |
| Employer contribution / active EE | $397 | $33,373-98.8% | $24,295-98.4% | $42,918-99.1% |
| Participant deferral / active EE | $495 | $1,105-55.2% | $1,031-52.0% | $128+287.0% |
| Admin fee / account holder | $2,714 | $905+199.9% | $1,392+95.0% | $21,465-87.4% |