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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 | $6,194 | $100,895-93.9% | $90,430-93.2% | $158,950-96.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 8.78% | 1725.54%-1716.8pp | 1293.73%-1284.9pp | 302.91%-294.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,155 | $4,347-73.4% | $3,963-70.8% | $5,983-80.7% |
| Admin fee / account holder | $770 | $6,505-88.2% | $5,613-86.3% | $11,248-93.2% |