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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 | $2,716 | $111,785-97.6% | $93,669-97.1% | $145,877-98.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.79% | 203.79%-190.0pp | 133.59%-119.8pp | 551.28%-537.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,386 | $4,919-71.8% | $4,416-68.6% | $6,691-79.3% |
| Admin fee / account holder | $1,613 | $10,256-84.3% | $8,291-80.5% | $13,402-88.0% |