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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 | $27,555 | $168,635-83.7% | $147,617-81.3% | $125,389-78.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.43% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,001 | $6,252-84.0% | $5,564-82.0% | $4,866-79.4% |
| Participant deferral / active EE | $3,314 | $5,507-39.8% | $4,895-32.3% | $5,352-38.1% |
| Admin fee / account holder | $4,134 | $13,580-69.6% | $11,612-64.4% | $9,541-56.7% |