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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 | $13,191 | $180,459-92.7% | $154,108-91.4% | $135,380-90.3% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.81% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $674 | $6,035-88.8% | $5,298-87.3% | $4,779-85.9% |
| Participant deferral / active EE | $2,096 | $5,806-63.9% | $5,081-58.7% | $5,609-62.6% |
| Admin fee / account holder | $576 | $16,145-96.4% | $13,411-95.7% | $10,828-94.7% |