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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 | $5,374 | $108,695-95.1% | $74,722-92.8% | $152,897-96.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.19% | 114.11%-94.9pp | 753.11%-733.9pp | 345.43%-326.2pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $804 | $2,712-70.3% | $1,963-59.0% | $5,851-86.3% |
| Admin fee / account holder | $885 | $4,906-82.0% | $3,335-73.5% | $11,599-92.4% |