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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 | $973 | $70,366-98.6% | $66,674-98.5% | $138,895-99.3% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 34.27% | 386.41%-352.1pp | 321.24%-287.0pp | 145.39%-111.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,326 | $4,374-69.7% | $4,084-67.5% | $6,396-79.3% |
| Admin fee / account holder | $552 | $5,262-89.5% | $5,098-89.2% | $12,562-95.6% |