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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 | $6,807 | $183,516-96.3% | $155,534-95.6% | $145,884-95.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.07% | 61.43%-45.4pp | 64.92%-48.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,626 | $6,467-43.9% | $5,630-35.6% | $6,690-45.8% |
| Admin fee / account holder | $1,486 | $19,293-92.3% | $15,900-90.7% | $13,392-88.9% |