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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 | $11,720 | $180,462-93.5% | $154,111-92.4% | $135,379-91.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.52% | 888.17%-889.7pp | 735.18%-736.7pp | 519.79%-521.3pp |
| Employer contribution / active EE | $986 | $6,036-83.7% | $5,298-81.4% | $4,779-79.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,620 | $16,145-15.6% | $13,411+1.6% | $10,828+25.8% |