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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 | $11,625 | $82,678-85.9% | $125,391-90.7% | $68,490-83.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $517 | $3,382-84.7% | $4,816-89.3% | $2,597-80.1% |
| Participant deferral / active EE | $3,215 | $6,111-47.4% | $7,448-56.8% | $4,028-20.2% |
| Admin fee / account holder | $4,097 | $6,277-34.7% | $10,009-59.1% | $5,403-24.2% |