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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 | $24,265 | $102,422-76.3% | $147,117-83.5% | $80,959-70.0% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 14.32% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,625 | $6,652+59.7% | $8,065+31.8% | $4,300+147.1% |
| Admin fee / account holder | $5,203 | $7,953-34.6% | $12,993-60.0% | $6,925-24.9% |