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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 | $5,688 | $108,942-94.8% | $100,415-94.3% | $145,897-96.1% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 0.00% | 58.27%-58.3pp | 49.47%-49.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,390 | $8,461-48.1% | $8,091-45.7% | $6,689-34.4% |
| Admin fee / account holder | $393 | $9,702-96.0% | $7,906-95.0% | $13,390-97.1% |