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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 | $31,953 | $171,867-81.4% | $149,721-78.7% | $147,586-78.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.52% | 2113.36%-2099.8pp | 1501.67%-1488.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,229 | $6,275-80.4% | $5,444-77.4% | $4,876-74.8% |
| Participant deferral / active EE | $2,944 | $7,270-59.5% | $6,568-55.2% | $5,439-45.9% |
| Admin fee / account holder | $18,725 | $13,799+35.7% | $11,282+66.0% | $10,886+72.0% |