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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 | $3,868 | $134,817-97.1% | $123,973-96.9% | $155,188-97.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.57% | 515.49%-500.9pp | 388.13%-373.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,169 | $5,706-62.0% | $5,247-58.7% | $6,531-66.8% |
| Admin fee / account holder | $1,257 | $13,245-90.5% | $11,799-89.3% | $14,480-91.3% |