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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 | $12,754 | $102,429-87.5% | $147,096-91.3% | $80,925-84.2% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.8pp | 67.7%+5.7pp |
| Annual return | 79.53% | 135.02%-55.5pp | 419.75%-340.2pp | 35.65%+43.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,409 | $6,649-3.6% | $8,071-20.6% | $4,299+49.1% |
| Admin fee / account holder | $1,672 | $7,957-79.0% | $13,005-87.1% | $6,940-75.9% |