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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 | $4,781 | $52,279-90.9% | $89,414-94.7% | $79,852-94.0% |
| Participation rate | 70.0% | 57.5%+12.5pp | 68.0%+2.0pp | 69.6%+0.4pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,412 | $2,740+243.5% | $3,890+142.0% | $3,740+151.6% |
| Admin fee / account holder | $1,967 | $3,356-41.4% | $4,883-59.7% | $5,306-62.9% |