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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 | $8,191 | $82,674-90.1% | $125,381-93.5% | $68,486-88.0% |
| Participation rate | 79.4% | 75.1%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -16.97% | -5.97%-11.0pp | 572.31%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $676 | $3,382-80.0% | $4,815-86.0% | $2,597-74.0% |
| Participant deferral / active EE | $3,273 | $6,111-46.4% | $7,448-56.1% | $4,028-18.7% |
| Admin fee / account holder | $2,144 | $6,277-65.9% | $10,007-78.6% | $5,404-60.3% |