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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 | $15,290 | $77,358-80.2% | $102,184-85.0% | $87,485-82.5% |
| Participation rate | 93.5% | 78.7%+14.9pp | 82.6%+11.0pp | 68.9%+24.6pp |
| Annual return | 346.91% | 41.11%+305.8pp | 31.58%+315.3pp | 26.06%+320.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,492 | $6,753-3.9% | $8,309-21.9% | $4,274+51.9% |
| Admin fee / account holder | $731 | $6,809-89.3% | $11,609-93.7% | $7,775-90.6% |