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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 | $12,260 | $138,075-91.1% | $123,552-90.1% | $135,379-90.9% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -4.71% | 153.70%-158.4pp | 119.20%-123.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $605 | $5,152-88.3% | $4,628-86.9% | $4,779-87.3% |
| Participant deferral / active EE | $2,611 | $6,800-61.6% | $6,426-59.4% | $5,609-53.5% |
| Admin fee / account holder | $10,556 | $10,917-3.3% | $9,285+13.7% | $10,828-2.5% |