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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 | $16,811 | $96,123-82.5% | $77,361-78.3% | $198,609-91.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 75.0%0pp | 82.4%-7.4pp |
| Annual return | 11.87% | 2054.81%-2042.9pp | 1011.54%-999.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,562 | $4,975-48.5% | $3,911-34.5% | $6,977-63.3% |
| Admin fee / account holder | $547 | $9,471-94.2% | $5,894-90.7% | $19,030-97.1% |