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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 | $17,022 | $99,079-82.8% | $78,002-78.2% | $273,972-93.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 5.69% | 217.93%-212.2pp | 425.99%-420.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,790 | $4,306-58.4% | $3,497-48.8% | $5,287-66.1% |
| Admin fee / account holder | $875 | $8,954-90.2% | $5,481-84.0% | $10,133-91.4% |