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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 | $14,618 | $72,404-79.8% | $110,243-86.7% | $64,173-77.2% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.6%+25.2pp |
| Annual return | -6.31% | -6.29%0pp | 314.76%-321.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $395 | $2,282-82.7% | $3,827-89.7% | $2,381-83.4% |
| Participant deferral / active EE | $2,336 | $3,469-32.7% | $4,672-50.0% | $3,470-32.7% |
| Admin fee / account holder | $5,150 | $5,664-9.1% | $8,548-39.7% | $4,887+5.4% |