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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 | $12,161 | $105,866-88.5% | $90,766-86.6% | $134,545-91.0% |
| Participation rate | 85.0% | 78.3%+6.7pp | 75.7%+9.3pp | 81.2%+3.8pp |
| Annual return | -16.21% | -10.99%-5.2pp | -12.16%-4.1pp | 418.37%-434.6pp |
| Employer contribution / active EE | $535 | $3,464-84.6% | $2,922-81.7% | $4,742-88.7% |
| Participant deferral / active EE | $2,935 | $5,217-43.7% | $4,565-35.7% | $6,401-54.1% |
| Admin fee / account holder | $953 | $13,938-93.2% | $8,446-88.7% | $11,431-91.7% |