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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 | $6,947 | $196,972-96.5% | $182,262-96.2% | $198,609-96.5% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 0.00% | 158.27%-158.3pp | 140.60%-140.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $997 | $5,364-81.4% | $5,046-80.2% | $5,055-80.3% |
| Participant deferral / active EE | $4,067 | $8,643-52.9% | $8,276-50.9% | $6,977-41.7% |
| Admin fee / account holder | $326 | $18,429-98.2% | $16,712-98.0% | $19,030-98.3% |