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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 | $5,244 | $102,595-94.9% | $94,057-94.4% | $154,746-96.6% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 18.89% | 583.42%-564.5pp | 480.62%-461.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,216 | $5,118-37.2% | $4,709-31.7% | $6,730-52.2% |
| Admin fee / account holder | $491 | $7,736-93.7% | $7,244-93.2% | $14,365-96.6% |