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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 | $9,401 | $82,674-88.6% | $125,381-92.5% | $68,486-86.3% |
| Participation rate | 97.6% | 75.1%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -4.95% | -5.97%+1.0pp | 572.31%-577.3pp | -7.85%+2.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,769 | $6,111+27.1% | $7,448+4.3% | $4,028+92.9% |
| Admin fee / account holder | $2,325 | $6,277-63.0% | $10,007-76.8% | $5,404-57.0% |