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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 | $4,522 | $112,112-96.0% | $95,956-95.3% | $158,950-97.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 196.52% | 171.15%+25.4pp | 91.63%+104.9pp | 302.91%-106.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,095 | $4,784+27.4% | $4,167+46.3% | $5,983+1.9% |
| Admin fee / account holder | $550 | $10,134-94.6% | $6,797-91.9% | $11,248-95.1% |