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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 | $70,213 | $212,470-67.0% | $428,620-83.6% | $254,542-72.4% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.4%+52.6pp |
| Annual return | 17.88% | 21.43%-3.5pp | 20.73%-2.8pp | 12.16%+5.7pp |
| Employer contribution / active EE | $7,875 | $39,472-80.0% | $36,503-78.4% | $44,747-82.4% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $1,592 | $5,476-70.9% | $7,495-78.8% | $17,640-91.0% |