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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 | $23,002 | $72,404-68.2% | $110,243-79.1% | $64,173-64.2% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.3pp | 69.6%+9.0pp |
| Annual return | -4.89% | -6.29%+1.4pp | 314.76%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,390 | $3,469-31.1% | $4,672-48.8% | $3,470-31.1% |
| Admin fee / account holder | $5,390 | $5,664-4.8% | $8,548-36.9% | $4,887+10.3% |