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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 | $7,498 | $100,792-92.6% | $86,691-91.4% | $134,509-94.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.91% | 29.08%-48.0pp | 35.94%-54.9pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,807 | $5,339-28.7% | $4,656-18.2% | $6,400-40.5% |
| Admin fee / account holder | $929 | $10,924-91.5% | $7,492-87.6% | $11,427-91.9% |