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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 | $12,765 | $102,422-87.5% | $147,117-91.3% | $80,959-84.2% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 104.86% | 135.16%-30.3pp | 420.54%-315.7pp | 35.67%+69.2pp |
| Employer contribution / active EE | $1 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,315 | $6,652-20.1% | $8,065-34.1% | $4,300+23.6% |
| Admin fee / account holder | $398 | $7,953-95.0% | $12,993-96.9% | $6,925-94.2% |