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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 | $15,685 | $96,123-83.7% | $77,361-79.7% | $198,609-92.1% |
| Participation rate | 90.9% | 81.1%+9.8pp | 75.0%+15.9pp | 82.4%+8.5pp |
| Annual return | 19.58% | 2054.81%-2035.2pp | 1011.54%-992.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,303 | $4,975-13.5% | $3,911+10.0% | $6,977-38.3% |
| Admin fee / account holder | $613 | $9,471-93.5% | $5,894-89.6% | $19,030-96.8% |