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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 | $3,304 | $109,872-97.0% | $98,483-96.6% | $167,536-98.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.83% | 1959.31%-1947.5pp | 1494.38%-1482.5pp | 478.82%-467.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,519 | $4,673-46.1% | $4,276-41.1% | $6,342-60.3% |
| Admin fee / account holder | $1,754 | $6,757-74.0% | $5,953-70.5% | $12,315-85.8% |