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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 | $8,701 | $109,411-92.0% | $89,435-90.3% | $158,982-94.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.50% | 345.68%-320.2pp | 245.55%-220.1pp | 302.99%-277.5pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $958 | $4,600-79.2% | $3,890-75.4% | $5,983-84.0% |
| Admin fee / account holder | $2,124 | $6,159-65.5% | $4,884-56.5% | $11,252-81.1% |