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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 | $4,555 | $82,630-94.5% | $64,105-92.9% | $125,389-96.4% |
| Participation rate | 76.2% | 75.9%+0.3pp | 68.2%+8.0pp | 83.2%-7.0pp |
| Annual return | -2.40% | 1489.72%-1492.1pp | 791.24%-793.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,946 | $3,608-46.1% | $2,822-31.0% | $5,352-63.6% |
| Admin fee / account holder | $412 | $6,382-93.5% | $4,499-90.8% | $9,541-95.7% |