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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 | $12,221 | $185,883-93.4% | $170,043-92.8% | $139,466-91.2% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 45.47% | 60.54%-15.1pp | 53.40%-7.9pp | 373.66%-328.2pp |
| Employer contribution / active EE | $771 | $7,596-89.9% | $6,790-88.7% | $4,754-83.8% |
| Participant deferral / active EE | $6,884 | $11,626-40.8% | $10,410-33.9% | $6,712+2.6% |
| Admin fee / account holder | $319 | $15,393-97.9% | $12,824-97.5% | $11,409-97.2% |