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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 | $14,744 | $59,116-75.1% | $86,438-82.9% | $68,486-78.5% |
| Participation rate | 84.2% | 75.2%+9.0pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -12.88% | -0.23%-12.7pp | 4397.19%-4410.1pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,938 | $5,902+34.5% | $6,952+14.2% | $4,028+97.1% |
| Admin fee / account holder | $1,455 | $5,639-74.2% | $6,733-78.4% | $5,404-73.1% |