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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 | $5,839 | $103,008-94.3% | $90,304-93.5% | $152,897-96.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 23.97% | 95.22%-71.3pp | 78.13%-54.2pp | 345.43%-321.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $812 | $4,281-81.0% | $3,885-79.1% | $5,851-86.1% |
| Admin fee / account holder | $482 | $6,175-92.2% | $5,354-91.0% | $11,599-95.8% |