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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 | $11,324 | $60,139-81.2% | $90,461-87.5% | $79,856-85.8% |
| Participation rate | 87.2% | 65.0%+22.2pp | 72.7%+14.5pp | 69.6%+17.6pp |
| Annual return | 15.86% | 71.96%-56.1pp | 1294.76%-1278.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,818 | $2,939-38.1% | $3,964-54.1% | $3,741-51.4% |
| Admin fee / account holder | $598 | $3,978-85.0% | $5,617-89.4% | $5,306-88.7% |