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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 | $20,378 | $98,760-79.4% | $149,715-86.4% | $79,858-74.5% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 122.54% | 27.43%+95.1pp | 276.66%-154.1pp | 31.72%+90.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,609 | $5,681+139.6% | $6,842+98.9% | $3,740+263.8% |
| Admin fee / account holder | $14,437 | $6,053+138.5% | $9,310+55.1% | $5,306+172.1% |