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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 | $24,875 | $227,291-89.1% | $214,702-88.4% | $155,188-84.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 56.81% | 60.08%-3.3pp | 54.55%+2.3pp | 148.84%-92.0pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,535 | $9,582+9.9% | $9,147+15.2% | $6,531+61.3% |
| Admin fee / account holder | $5,576 | $20,413-72.7% | $19,830-71.9% | $14,480-61.5% |