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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 | $16,283 | $167,522-90.3% | $151,639-89.3% | $134,532-87.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -19.37% | 7.81%-27.2pp | 3.34%-22.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,186 | $8,986+13.4% | $8,363+21.8% | $6,401+59.1% |
| Admin fee / account holder | $790 | $13,780-94.3% | $11,613-93.2% | $11,429-93.1% |