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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 | $7,908 | $99,647-92.1% | $86,439-90.9% | $134,509-94.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.69% | 6784.13%-6802.8pp | 4395.55%-4414.2pp | 418.13%-436.8pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,197 | $7,246+68.3% | $6,952+75.5% | $6,400+90.6% |
| Admin fee / account holder | $2,221 | $8,373-73.5% | $6,732-67.0% | $11,427-80.6% |