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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 | $3,803 | $185,312-97.9% | $161,489-97.6% | $154,746-97.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.57% | 103.84%-90.3pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $697 | $4,769-85.4% | $4,268-83.7% | $4,379-84.1% |
| Participant deferral / active EE | $2,831 | $6,350-55.4% | $5,630-49.7% | $6,730-57.9% |
| Admin fee / account holder | $4,362 | $18,654-76.6% | $16,006-72.7% | $14,365-69.6% |