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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 | $8,460 | $160,059-94.7% | $140,019-94.0% | $135,380-93.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -6.18% | 911.48%-917.7pp | 651.17%-657.3pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,000 | $6,420-84.4% | $5,605-82.2% | $4,779-79.1% |
| Participant deferral / active EE | $2,971 | $7,641-61.1% | $6,927-57.1% | $5,609-47.0% |
| Admin fee / account holder | $4,891 | $13,328-63.3% | $10,705-54.3% | $10,828-54.8% |