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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 | $1,279 | $88,778-98.6% | $81,844-98.4% | $145,884-99.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 15.20% | 1033.03%-1017.8pp | 778.87%-763.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,654 | $4,648-64.4% | $4,323-61.7% | $6,690-75.3% |
| Admin fee / account holder | $657 | $8,430-92.2% | $7,355-91.1% | $13,392-95.1% |