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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 | $9,961 | $160,070-93.8% | $147,117-93.2% | $145,897-93.2% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 55.99% | 98.69%-42.7pp | 420.54%-364.5pp | 552.29%-496.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,930 | $8,419-53.3% | $8,065-51.3% | $6,689-41.2% |
| Admin fee / account holder | $332 | $15,035-97.8% | $12,993-97.4% | $13,390-97.5% |