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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 | $16,972 | $197,819-91.4% | $155,789-89.1% | $125,393-86.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 76.1%+13.9pp | 83.2%+6.8pp |
| Annual return | -0.45% | 86.73%-87.2pp | 71.54%-72.0pp | 282.23%-282.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,040 | $5,631-81.5% | $4,798-78.3% | $5,351-80.6% |
| Admin fee / account holder | $1,156 | $9,544-87.9% | $7,477-84.5% | $9,541-87.9% |