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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 | $555 | $69,118-99.2% | $53,647-99.0% | $138,895-99.6% |
| Participation rate | 78.6% | 64.0%+14.6pp | 56.3%+22.3pp | 79.9%-1.3pp |
| Annual return | 8.24% | 248.26%-240.0pp | 358.33%-350.1pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $640 | $2,274-71.9% | $1,813-64.7% | $6,396-90.0% |
| Admin fee / account holder | $366 | $2,724-86.6% | $2,460-85.1% | $12,562-97.1% |