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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 | $5,093 | $115,911-95.6% | $100,530-94.9% | $158,950-96.8% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+8.9pp |
| Annual return | 137.54% | 34.80%+102.7pp | 30.89%+106.7pp | 302.91%-165.4pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,834 | $6,676-27.6% | $6,271-22.9% | $5,983-19.2% |
| Admin fee / account holder | $581 | $10,999-94.7% | $8,083-92.8% | $11,248-94.8% |