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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 | $16,136 | $197,819-91.8% | $155,789-89.6% | $125,388-87.1% |
| Participation rate | 95.5% | 82.1%+13.4pp | 76.1%+19.4pp | 83.2%+12.3pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,884 | $5,631-66.6% | $4,798-60.7% | $5,352-64.8% |
| Admin fee / account holder | $2,081 | $9,544-78.2% | $7,477-72.2% | $9,541-78.2% |