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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 | $4,811 | $95,188-94.9% | $76,518-93.7% | $135,379-96.4% |
| Participation rate | 92.3% | 74.4%+17.9pp | 68.0%+24.3pp | 82.6%+9.7pp |
| Annual return | -4.39% | 4.85%-9.2pp | -0.27%-4.1pp | 519.79%-524.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,323 | $4,640-49.9% | $3,836-39.4% | $5,609-58.6% |
| Admin fee / account holder | $5,935 | $6,249-5.0% | $4,849+22.4% | $10,828-45.2% |