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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 | $16,466 | $82,674-80.1% | $125,363-86.9% | $68,495-76.0% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -10.32% | -5.97%-4.4pp | 572.15%-582.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $250 | $3,382-92.6% | $4,815-94.8% | $2,596-90.4% |
| Participant deferral / active EE | $6,624 | $6,111+8.4% | $7,447-11.1% | $4,028+64.5% |
| Admin fee / account holder | $2,163 | $6,276-65.5% | $10,005-78.4% | $5,403-60.0% |