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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 | $13,624 | $100,811-86.5% | $86,698-84.3% | $134,545-89.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.49% | 29.11%-46.6pp | 35.96%-53.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $631 | $3,490-81.9% | $2,837-77.7% | $4,742-86.7% |
| Participant deferral / active EE | $1,755 | $5,339-67.1% | $4,656-62.3% | $6,401-72.6% |
| Admin fee / account holder | $950 | $10,926-91.3% | $7,492-87.3% | $11,431-91.7% |