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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 | $2,812 | $60,139-95.3% | $90,461-96.9% | $79,856-96.5% |
| Participation rate | 75.5% | 65.0%+10.5pp | 72.7%+2.8pp | 69.6%+5.8pp |
| Annual return | 18.12% | 71.96%-53.8pp | 1294.76%-1276.6pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,396 | $2,939-52.5% | $3,964-64.8% | $3,741-62.7% |
| Admin fee / account holder | $815 | $3,978-79.5% | $5,617-85.5% | $5,306-84.6% |