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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 | $5,581 | $109,863-94.9% | $98,477-94.3% | $167,518-96.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 13.73% | 1958.09%-1944.4pp | 1493.59%-1479.9pp | 478.71%-465.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,157 | $4,673-75.2% | $4,276-72.9% | $6,342-81.7% |
| Admin fee / account holder | $500 | $6,755-92.6% | $5,951-91.6% | $12,312-95.9% |