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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 | $12,658 | $160,059-92.1% | $140,019-91.0% | $135,380-90.7% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -8.90% | 911.48%-920.4pp | 651.17%-660.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $680 | $6,420-89.4% | $5,605-87.9% | $4,779-85.8% |
| Participant deferral / active EE | $3,519 | $7,641-53.9% | $6,927-49.2% | $5,609-37.3% |
| Admin fee / account holder | $3,212 | $13,328-75.9% | $10,705-70.0% | $10,828-70.3% |