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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 | $1,740 | $180,749-99.0% | $160,784-98.9% | $137,256-98.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 29.66% | 2234.46%-2204.8pp | 1803.92%-1774.3pp | 220.34%-190.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,827 | $6,844-73.3% | $6,293-71.0% | $6,407-71.5% |
| Admin fee / account holder | $521 | $10,397-95.0% | $9,717-94.6% | $12,270-95.8% |