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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 | $2,903 | $88,815-96.7% | $81,882-96.5% | $145,897-98.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.38% | 1033.75%-1021.4pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,517 | $4,647-45.8% | $4,323-41.8% | $6,689-62.4% |
| Admin fee / account holder | $1,931 | $8,434-77.1% | $7,360-73.8% | $13,390-85.6% |