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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 | $10,135 | $107,421-90.6% | $182,262-94.4% | $94,015-89.2% |
| Participation rate | 80.6% | 77.8%+2.9pp | 84.2%-3.6pp | 70.8%+9.8pp |
| Annual return | 46.99% | 21.32%+25.7pp | 140.60%-93.6pp | 17.84%+29.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,688 | $6,558+63.0% | $8,276+29.1% | $4,249+151.5% |
| Admin fee / account holder | $2,014 | $8,692-76.8% | $16,712-87.9% | $8,951-77.5% |