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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 | $5,272 | $97,759-94.6% | $83,849-93.7% | $135,377-96.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.26% | 1287.41%-1293.7pp | 850.91%-857.2pp | 519.75%-526.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,933 | $4,682-16.0% | $4,082-3.6% | $5,609-29.9% |
| Admin fee / account holder | $2,159 | $6,674-67.6% | $5,478-60.6% | $10,828-80.1% |